APAC Healthcare Weekly (November 2) â Takeda, Eisai, Wuxi AppTec, Celltrion, CSL, PharmaEssentia
Takeda and Eisai witnessed clinical trials setback. Wuxi AppTec is selling China-based CRO subsidiaries. CSL is delaying demerger of CSL Seqirus....
929 Views
Asia-Pac Weekly Wrap: Kobayashi Pharma, Global Lithium, IDP, OFX, Ajinomoto, Reliance Worldwide
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
91 Views
Last Week In Event SPACE: Resonac, Tokio Marine/Suncorp/IAG, Legend, Chery Automobile
Itâs Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
121 Views
NvidiaâOpenAI US$100bn Partnership: Asia Hardware Supply Chain Implications
âNvidia's $100bn LOI with OpenAI for 10 GW of GPUs by 2026 highlights the massive AI compute build-out in Asia, benefiting key players like SK...
756 Views
Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views