Merger Arb Mondays (29 Sep) - Soft99, Ashimori, Mandom, Paramount, OneConnect, Dongfeng, Spindex
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 22 September
Global base oils margins mostly hold at levels that sustain incentive for refiners to maintain high output. Incentive for refiners to maintain...
190 Views
Asia base oils supply outlook: Week of 22 September
Asia’s Group II base oils prices stay firm relative to feedstock and gasoil prices. Firm margins point to still-balanced-to-tight fundamentals,...
175 Views
Global base oils arb outlook: Week of 22 September
Europe’s Group II base oils prices maintain steep premium to FOB US and FOB Asia export prices. Europe’s Group II base oils prices also maintain...
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Asia base oils demand outlook: Week of 22 September
Asia’s base oils demand could turn more cautious amid signs of healthy availability and unusual change in trade flows. Limited build-up of surplus...
186 Views