Merger Arb Mondays (10 Mar) - Seven & I, Naigai, ESR, Soundwill, OneConnect, Goldlion, PointsBet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
657 Views
Overview #18 - Tipping Point Arrived for Major Trend Changes?
A review of recent events/data impacting our investment themes and outlook. Can HK/China stockmarkets decouple from a US bear market
391 Views
JD Logistics Q424 Earnings: Taobao / Tmall Access Fails to Generate Expected Benefits
JD Logistics' Q424 results showed no benefit from almost a full quarter's worth of access to Alibaba's Taobao / Tmall platforms. We believe...
417 Views
The HSI PUT: Hedging Strategies for an Overextended Rally
The HSI Index is defying gravity, up over 30% from its recent lows, but our models suggest it is very overbought, indicating a potential...
621 Views
Hang Seng Index (HSI): Trends in PUT Strikes and Open Interest Visualized in Animation and Charts
Traders are heavily positioned in Hang Seng Index put options at 19,000 and 20,000 strike levels, indicating protection against major market...
511 Views