Merger Arb Mondays (13 Oct) - Dongfeng, Hang Seng, Soft99, Toyota Industries, Pacific Ind, Mandom
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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Global base oils margins outlook: Week of 6 October
Global base oils prices recover vs feedstock/gasoil prices after crude oil prices reverse recent gains. Firmer base oils price-differentials ease...
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Global base oils arb outlook: Week of 6 October
Global Group I brightstock prices stay unusually high relative to other grades. Brightstock price-strength helps to cushion impact of lower prices...
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Asia base oils supply outlook: Week of 6 October
Asia’s base oils price-premiums to gasoil recover amid lower crude oil prices. Firmer margins, and signs of crude prices mostly holding in lower...
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Asia base oils demand outlook: Week of 6 October
Asia’s base oils demand could ease amid expectations that supply is likely to rise from already-healthy levels. Signs of healthy inventory levels...
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