Merger Arb Mondays (25 Aug) - Dongfeng, ENN Energy, Shibaura, Santos, Lynch, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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EMERGING THEMES: China's Next 5 Year Plan
China will roll out its 2026 - 2030 five-year plan this month, outlining the economic and social roadmap until the end of the decade.Historically...
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EQD | Volatile Roads: Unveiling Risk in the Asian Auto Industry Through the Options Market
Global auto industry faces tariff risk. The option market assigns the highest risk to Chinese car makers. The Indian auto sector appears least...
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Thoughts On The Recent Pullbacks in Meidong and EVA
Price cuts in the China auto sector are forcing downgrades and share prices to retrace. We understand there will be short/medium-term pain but EVA...
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African Gold Ltd (A1G AU) Enters Scheme With Montage Gold (MAU CN)
As this is a cross-border trade, you could try to go short MAU late in its trading day; long African Gold, early in its trading day; however the...
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