Last Week In Event SPACE: Seven & I, Krungthai Card, GMO Internet, Jardine Matheson
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
1.3k Views
(Mostly) Asia-Pac M&A: ZEEKR, DD Group, Hanil Cement, Adriatic Metals, Abacus Storage, PointsBet
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
669 Views
NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
500 Views
Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves
A global perspective on what happened overnight
292 Views
Merger Arb Mondays (14 Jul) - Shibaura, Topcon, Nissin, OneConnect, Insignia, PointsBet, ENN Energy
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
792 Views