[Quiddity Index] MV Junior Gold Miners Sep26 Results: 44 ADDs and 2 DELs; ~1.35bn One-Way Flows
We had foreseen big changes for the MV Gloabl Junior Gold Miners Index in Sep26 but the rebal is HUGE. VERY BROAD. 44 ADDs and only one real...
133 Views
Bullish Outlook Intact on MSCI ACWI & SPX; Buys in Services, Technology, Discretionary, Gold Miners
Bullish Outlook Intact on MSCI $ACWI and $SPX as they hold above their respective bases at $117 and 5650-5670; Buys in Services, Technology,...
575 Views
Merger Arb Mondays (07 Sep) - Skyworth, Z Fin, OFX, Cleanaway, EQT, European Lit, BetMakers, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Last Week In Event SPACE: SBI/BASE, Con Aero Tech, Mitsubishi Chem/Nippon Sanso, Swire Pac, Jollibee
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...
112 Views
Shift Now to Defensives; Snap-Back Rally Testing Resistance $ACWI $SPX; Neutral Outlook Intact
Shift Now to Defensives (Health Care, Telecommunications, Utilities, and Consumer Staples); Snap-Back Rally Testing Resistance $ACWI $SPX; Neutral...
571 Views