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...
773 Views
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...
1.4k Views
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,...
1.2k Views
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...
633 Views
(Mostly) Asia-Pac M&A: Fengxiang, De Grey Mining, Canvest, Tsuruha/Welcia, Shibaura Electronics
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
522 Views