(Mostly) Asia M&A, Aug 2025 Wrap: Dongfeng Motor, Kangji, Carenet, Nihon Chouzai, Technopro
For the month of Aug, 17 new deals were discussed on Smartkarma with an overall deal size of just ~US$18bn. The average premium for the new deals...
448 Views
Merger Arb Mondays (01 Sep) - Dongfeng, ENN, Joy City, Kangji, Mayne, Santos, Shibaura, CareNet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
716 Views
Xiaomi (1810 HK): Earnings Recap & Volatility Dynamics
Xiaomi beats 2Q25 expectations, triggering a drop in implied volatility and highlighting potential opportunities for investors in long-volatility...
519 Views
Global Markets Tactical Outlook WEEKLY: August 25 – August 29
WEEKLY analysis of tactical setups for indices, stocks, commodities, and bonds for August 25-29. Several overbought conditions in US and Asia...
469 Views
Merger Arb Mondays (25 Aug) - Dongfeng, ENN Energy, Shibaura, Santos, Lynch, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
722 Views