Merger Arb Mondays (04 May) - ENN, Skyworth, European Lithium, OOh!media, Atlas, Humm, Taiyo
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
317 Views
ENN Energy (2688 HK): The Waiting Game
Today's update had no NEW news on the CSRC approval. The NEW news was that the ENN NG Board has proposed an AGM resolution (15 May) to extend the...
368 Views
Merger Arb Mondays (13 Apr) - ENN, Skyworth, Makino, Sankei, Olympic, The Global, NSR, Insignia
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
397 Views
ENN Energy (2688 HK) Is Still A Buy
CSRC approval should be forthcoming. The delay may simply be a procedural one. The market is implying an excessive discount for ENN NG's Hs vs As....
331 Views
ENN Energy (2688 HK) Tactical Outlook: Downside Exhaustion Zone Reached, Position for LONG Reversion
Our model identifies 2688 HK as significantly oversold. We see a high-probability BUY window that confirms some analysts 'undervalued' narrative....
255 Views