Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
Pullback Offering Buying Opportunities; Crucial Support at $141.50 on ACWI-US Holding for Now
Pullback Offering Buying Opportunities; Crucial Support at $141.50 on $ACWI Holding for Now; Discussed to trim exposure to Korea $EWY and Taiwan...
258 Views
ASX 200 Index Earning Revision (Sep): Evolution Mining, Woodside Energy, BHP, Santos, Austal
We analyzed ASX 200's consensus for Sep 2026 and highlighted changes of EPS in Evolution Mining, Woodside Energy, BHP, Santos, GQG Partners Inc...
111 Views
Quiddity Leaderboard ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes
Although we currently see zero changes for ASX 50, there are multiple potential DELs close to the deletion border. If they underperform other...
136 Views
Asia-Pac M&A [Sept 2026 Wrap]: Northern Star, Kadoya Sesame, Ingenia, Leopalace21, IDP, Sharingtech
For the month of Sept, 11 new deals were discussed on Smartkarma, with an overall deal size of ~US$26bn. The average premium for the new deals...
116 Views