Options Weekly: Calls Dominate, but Pockets of Fear Emerge
Bullish call positioning defined the week of September 21. Extreme low put-call ratios hit several names across autos, utilities, and...
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Weekly Deals Digest (13 Sep) - Base, Albis, Kakaku, Sharingtech, Changhong Jiahua, Public Financial
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
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Austal (ASB AU): Wildcat Lobs a Competing Offer for Austal USA
Hanwha is likely to return with a revised offer as the Wildcat offer values Austal USA at a discount to its closest peer.
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Austal (ASB AU): Hanwha Ocean’s Compelling Offer for the US Business
Hanwha’s offer is attractive, and securing US approvals should not be an issue. Austal’s valuation remains compelling, with my SoTP valuation of...
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Volatility & Consolidation Continues; Buying Ag Chemicals, Aerospace/Defense, and Shipping Stocks
Moving forward we continue to expect more volatility and consolidation between 4257 and 4590-4595 on the S&P 500, and between $334 and $367 on the...
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