Merger Arb Mondays (08 Dec) - Makino, Pacific Ind, Jinke, ENN Energy, Qube, NSR, Predictive Disc
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
248 Views
KKR & Co.: Expansion into Retail and Private Wealth Markets Is A Very Interesting New Development!
KKR & Co. Inc. reported its first quarter 2025 results, showcasing a robust performance and strategic initiatives. The fee-related earnings...
383 Views
S&P 500 / S&P 1500: Deriving Forecasts & First Prediction for September
S&P Index Committee's discretion reduces predictability of index changes. Identifying patterns and types of changes, narrows down the addition...
807 Views
Jun24 S&P 500/400/600 Index Rebal - Both More and Less Interesting Than You Think, But 3 Big Buys
The S&P500/400/600 rebalance is interesting. As usual, some names will get overbought early, and others will not get bought enough. For a bunch of...
526 Views
Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview Changes Possible
For the moment, there are 1-2 changes expected in Q2 for the S&P500. They could both be intra-review changes but timing is likely to be late. So...
997 Views