Quiddity Leaderboard ASX Sep25: Methodology Change Confirmed; Good Performance; Final Expectations
We have revised our final expectations for the September 2025 index review due to the deletion of Adriatic Metals which was one of our expected...
877 Views
Merger Arb Mondays (01 Jun) - Taiyo, Kodensha, Shinko Shoji, Atlas, Qoria, OOh!media, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
95 Views
MV Australia Resources Index Rebalance: Two Adds, Float & Capping Changes
The 2 adds and float/capping changes result in a one-way turnover of 8% and a round-trip trade of A$49m. Shorts have been covering both adds, but...
625 Views
Merger Arb Mondays (11 May) - Altas, European Lithium, Atlantic Lithium, Vault, Emmerson, Shengmu
The Ontario Teachers’ ROFO acceptance period has expired. While the Board is exploring other opportunities, the Takeover Panel notes “that there...
373 Views
Merger Arb Mondays (25 May) - Kakaku, Nippon Dry Chem, Skyworth, Changhong Jiahua, Shengmu, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
106 Views