Merger Arb Mondays (10 Aug) - GJTAI, Con Aero, Get Nice, Cygnus, OOh!Media, Digital Hearts, JPMC
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
159 Views
Positive Character Changes; MSCI ACWI Ex-US, EAFE, STOXX 50, Countless Others Reversing Downtrends
MSCI ACWI ex-US $ACWX and EAFE $EFA reversing their YTD downtrends, with countless other countries doing the same. This is a clear character...
739 Views
Asia-Pac M&A [July 2026 Wrap]: Dentsu Soken, Perpetual, OFX, Ns United Kaiun, Gabia, SK Signet, Dida
For the month of July, 8 new deals were discussed on Smartkarma with an overall deal size of just ~US$5bn. The average premium for the new deals...
117 Views
Merger Arb Mondays (03 Aug) - Taiyo, NS United, Future, Kakaku, Shinko Shoji, Dida, ASM, Accent
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
161 Views
MSCI ACWI Ex-US, EAFE Testing Downtrend Channel Supports -- Bounce Potential
Bounce potential given $ACWX $EFA testing downtrend channel supports, but it would likely be a short-term trading opportunity due to the fact that...
666 Views