Merger Arb Mondays (09 Feb) - Mandom, MCJ, Toyota Ind, Raksul, IJM, Guocoland, Skyworth, ENN
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
541 Views
HK Connect Flows Weekly (Feb 6th): Tencent, Xiaomi, SMIC, Pop Mart Intl, Ke, ICBC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Xiaomi (1810 HK), SMIC (981 HK), Pop...
434 Views
Asia-Pac M&A Weekly Wrap: Qoria, Guocoland Malaysia, Humm, Qube, Medical Data Vision, Raksul, IJM
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
329 Views
HSI Index Earning Revision (Jan): JD.COM, China Life, ALIBABA, ZIJIN MINING, LI AUTO, HSBC
We analyzed HSI's consensus for Jan 2026 and highlighted changes of EPS in JD.COM, China Life, ALIBABA, ZIJIN MINING, LI AUTO, HSBC.
512 Views
Asia-Pac M&A, Jan 2026 Wrap: Hisamitsu Pharma, IJM Corp, Sankei Real Estate, BioDlink, Skyworth
For the month of Jan 2026, 6 new deals were discussed on Smartkarma with an overall deal size of ~US$8bn. The average premium for these new deals...
341 Views