UK Consumer Discretionary Positioning: A Consensus Overweight
Consumer Discretionary is the UK’s standout active overweight. Absolute allocations are stable, but the sector’s relative overweight has surged to...
456 Views
Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views
Asia-Pac Weekly Wrap: Leopalace21, Cleanaway, Kadoya Sesame Mills, Gabia, Refine, FleetPartners
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
102 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
165 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