Quiddity Leaderboard ASX Jun25: LONGs up +14% Vs SHORTs in a Month; Some Changes to Expectations
Collectively, there could be US$416mn one-way flow for the ASX index family in June 2025. Most of the expected index changes could have multiple...
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Evolution Mining (EVN AU): Global Index Inclusion in May as Gold Rallies
The rally in gold has led to a huge mkt cap increase for EVN - that should lead to a global index inclusion. Valuations are in line with peers and...
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De Grey Mining/Northern Star Resources: The Passive Flows
There will be passive buying in Northern Star Resources (NST) today at the close following the acquisition of De Grey Mining. The stock is up a lot...
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Merger Arb Mondays (21 Apr) - ENN Energy, Canvest, OneConnect, Makino, Shibaura, Welcia, Topcon
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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Last Week in Event SPACE: Topcon, Heavy Rare Earth Elements, Wakita, Swire/Cathay, Horizon Robotics
It’s Sunday (and Easter)! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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