Lucror Analytics - Morning Views Asia
In today's Morning Views publication we comment on developments of the following high yield issuers: ENN Energy, Vedanta Resources, Jababeka,...
244 Views
Kunlun Energy (135 HK): Rock Solid as Usual
Kunlun's core profit growth is decent and, more importantly, demonstrated the resilience of dollar margin. New project flow is encouraging and we...
531 Views
Merger Arb Mondays (21 Apr) - ENN Energy, Canvest, OneConnect, Makino, Shibaura, Welcia, Topcon
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1.1k Views
ENN Energy (2688 HK): This Is An Avoid
The Offer pivots on where the newly-listed H-shares trade. The IFA's assessment on the theoretical value of these H-shares is unrealistic.
525 Views
Merger Arb Mondays (31 Mar) - ENN Energy, ESR, Vesync, Seven & I, Topcon, Sinarmas Land, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
938 Views