Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
Firmus Technologies (FIRMUS AU) IPO: Lock-Up Schedule to Drive Index Inclusion, Timing & Flow
Firmus has reportedly priced its IPO at A$11/share with an aim to raise A$7.1bn at a post-money valuation of A$43.5bn. The pre-IPO lock-up schedule...
384 Views
Quiddity Leaderboard ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes
Although we currently see zero changes for ASX 50, there are multiple potential DELs close to the deletion border. If they underperform other...
136 Views
Merger Arb Mondays (28 Sep) - Kakaku, Sankei RE, Kadoya, Leopalace, Goodbaby, Z Fin, Yinson, Peet
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views
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),...
630 Views