Global Oil and Gas Consolidation Offers Chinese Firms Opportunities for Deals, Report Says
A wave of mergers and acquisitions in the oil and gas sector has offered opportunities for Chinese companies to optimize their overseas assets,...
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Strong US and Weak Japanese Data Shifts Interest Rate Expectations – Implications for Stock Markets?
US data stronger than expected, Japanese economy in recession as predicted, markets remain buoyant but uncertainty looms.
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Metals Acquisition Ltd Secondary Listing - Too Much to Pay for a Single Asset
Metals Acquisition (MTAL US) is looking to raise up to A$300m (US$197m) through its ASX secondary listing. In this note, we talk about the deal...
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2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 3
The Hong Kong market offers a favorable risk-reward ratio, suggesting a barbell strategy with high-beta and low volatility dividend stocks could...
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SCG Chemicals Pre-IPO -The Negatives - Recent Performance Has Been Weak
SCG Chemicals (SCGC TB) (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we will talk about the not-so-positive...
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