Last Week In Event SPACE: Shibaura Electronics, Krungthai Card, Wilmar, First Pac, Fonterra
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
523 Views
(Mostly) Asia-Pac M&A: Santos, Abacus Storage, Gold Road, PointsBet, Smart Share, Apiam, Lynch
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
473 Views
Quiddity Leaderboard HSCEI Sep25: One Index Change Possible; ~US$180mn One-Way; Announcement Soon
Both the expected ADD and DEL are high-conviction calls. They have been well-flagged for a long time now. It might be reasonable to assume there is...
290 Views
Merger Arb Mondays (18 Aug) - Santos, Shibaura, ENN Energy, Kangji, OneConnect, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
870 Views
HK Connect Flows Weekly (Aug 15th): Xiaomi, Kuaishou, Wuxi Biologics, Alibaba, BYD Electronic, Anta
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Xiaomi, Kuaishou, Wuxi Biologics, Alibaba, BYD...
1.3k Views