Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
397 Views
Dongfeng (489 HK): Revisiting VOYAH's Spin-Off Valuation
There's been a lot of enthusiasm for HK spin-offs of late, such as Zijin Mining and MINISO. I'm not convinced Dongfeng Motor deserves similar...
581 Views
Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99, Ashimori, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
707 Views
Merger Arb Mondays (13 Oct) - Dongfeng, Hang Seng, Soft99, Toyota Industries, Pacific Ind, Mandom
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1.5k Views
China’s State-Owned Auto Giants Turn to Huawei in Smart Car Race
Another of China’s major state-owned automakers is expanding its collaboration with Huawei Technologies Co. Ltd. , as legacy...
752 Views