Quiddity Leaderboard MV Jr-Gold Miners Jun25: Flow Expectations
The June 2025 MV Junior Gold Miners Index rebal so far is looking small. There will be a small delete on De Grey and a funding event. For now, no...
630 Views
Gold Road (GOR AU)'s U-Turn On Gruyere's Underground Mine Estimates
Trading ~2.8% adrift of the NBIO terms.There's probably limited fallout from retracting the underground mine figures. I still expect Gold Fields to...
517 Views
Aussie Arbs: Trump Tariffs And MACs
Trump tariffs could affect MACs in Aussie Schemes/Offers. The likelihood depends on a company’s exposure to the U.S., the specific terms of the...
1k Views
Merger Arb Mondays (07 Apr) - Seven & I, Makino, HKBN, OneConnect, Dada, Insignia, Domain, Dropsuite
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
638 Views
(Mostly) Asia-Pac M&A: Topcon, Jinke Smart Services, Dropsuite, Domain, Jamco, Shin Kong, Dada Nexus
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
864 Views