Hong Kong Connect Flows (June): Inflows Accelerated, Xiaomi/Tencent Profit Taking Continued
We analyzed the Hong Kong Connect Scheme for June and highlighted flows for Tencent (700 HK), Meituan (3690 HK), CCB (939 HK), Xiaomi (1810 HK),...
580 Views
(Mostly) Asia M&A, June 2025 Wrap: Santos, Fuji Corp, Brickworks, Great Eastern, VIOL, Adriatic
For the month of June, 11 new deals were discussed on Smartkarma with an overall deal size of just ~US$29bn. The average premium for the new deals...
399 Views
Merger Arb Mondays (30 June) - Toyota Industries, Santos, Pointsbet, Dickson, HKBN, OneConnect
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
685 Views
HK Connect SOUTHBOUND Flows (To 27 June 2025); Volumes Up, Net Buying Up, Banks Bought, SOEs Sold
HK Connect SOUTHBOUND volumes rose 20+% week-on-week to be the strongest week in a while. Net buying was strong too at HK$28bn. Broad-based volumes...
729 Views
Global Markets Tactical Outlook: Week of June 30 – July 4
Many Asian/Pacific indices and stocks are overbought, US stocks are not yet overbought (apart from NVDA), Gold and Crude oil are down, 10-Year US...
459 Views