Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact
Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact. Actionable Themes: Communications, Manufacturing (Robotics and Batteries),...
587 Views
Merger Arb Mondays (18 May) - ENN, Skyworth, Tohoku, Shinko Shoji, Kakaku, Taiyo, Qoria, OOh!media
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
128 Views
Still Favor Defensives Until Market Dynamics Improve; EURO STOXX 50 Testing Crucial 5000 Level
Still Favor Defensives Until Market Dynamics Improve; EURO $STOXX 50 Testing Crucial 5000 Level; Watch for Resistance at $105-$117.69 on $ACWI. Buy...
1.1k Views
Aussie Shorts [4 May 2026]: Woodside Petroleum, Woolworths, James Hardie, Beach Energy, IDP Edu.
The largest industry net increase in the past week was A$767mn into "Banks"; the largest industry net decrease was A$265mn out of "Metals". Net...
133 Views
Weekly Deals Digest (10 May) - Kakaku, Atlantic Lithium, Atlas, European Lithium, Vault, Shengmu
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
180 Views