Merger Arb Mondays (13 Apr) - ENN, Skyworth, Makino, Sankei, Olympic, The Global, NSR, Insignia
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
397 Views
Asia-Pac M&A Weekly Wrap: The Global, Insignia Financial, National Storage REIT, MCJ, Takara Bio
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
367 Views
Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
1.9k Views
AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
448 Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
613 Views