Quiddity Leaderboard ASX Sep26: Final Expectations; Many High-Impact Names
The ADDs/DELs for the September 2026 index rebalance will be confirmed after market close on 4th September 2026 and the Inclusion/Exclusion events...
155 Views
Bullish Outlook Intact; Upgrading Brazil to Overweight; Buying Global Gold/Silver Miners + More Buys
Our bullish outlook on global equities $ACWI remains intact. We are also upgrading Brazil $EWZ to overweight. We continue to expect a rally into...
670 Views
Merger Arb Mondays (24 Aug) - Con Aero, Z Fin, European Lithium, Cygnus, OFX, Kakaku, Baudroie
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views
Weekly Deals Digest (23 Aug) - Shein, Baudroie, Lintec, Ausgold, Carnaby, EQT, Steadfast, Reliance
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
108 Views
Last Week In Event SPACE: CK Hutch, China Unicom, Austal, Steadfast
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...
116 Views