Merger Arb Mondays (18 Nov) - Henlius, GAPack, Xingda, Seven & I, Fuji Soft, NEC Networks, Macromill
This week, the highest gross spreads are Renewable Japan (80.3%), Henlius (22.1%), Macromill (18.4%), Seven & I (14.8%), Canvest (14.0%), GA Pack...
484 Views
FXI Rebalance Preview: One Change in December as Shorts Spike
China Merchants Sec could replace Yankuang Energy in the ETF in Dec. There is over 1x ADV to sell in Yankuang. Capping will lead to selling in...
683 Views
Merger Arb Mondays (11 Nov) - Canvest, Get Nice, I-PEX, LAC, I'rom, Net One, Fuji Soft, NEC Networks
This week, the highest gross spreads are I-PEX (47.6%), LAC (29.5%), Seven & I (25.1%), Henlius (17.1%), Get Nice Financial (14.5%), Canvest...
511 Views
A/H Premium Tracker (To 8 Nov 2024): AH Premia Lower Despite A-Share Outperformance
SOUTHBOUND was a big buyer last week of H shares. AH Premia fell slightly. Wide spreads saw Hs outperform. Narrow spreads underperformed. I expect...
519 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 7)
Hong Kong markets are among the top performers this year. Short selling has declined as Southbound buying increases. Xpeng introduced a new hybrid...
308 Views