Merger Arb Mondays (31 Mar) - ENN Energy, ESR, Vesync, Seven & I, Topcon, Sinarmas Land, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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JD.com (9618 HK): Strategic Highlights and Market View from HKEX Top Trades
Analysis of JD.com option strategies on HK Exchange: Bearish strategies dominate, long tail events with minimal upfront cost target significant...
652 Views
NIO HK Placement - Lots of Reasons to Avoid and Only One to Invest
NIO (9866 HK) is looking to raise around US$450m via a primary placement in Hong Kong. In this note, we talk about the deal dynamics.
566 Views
A/H Premiums and past A/H Listings Performance Data - Mixed Results but Size Matters
Given the slew of A/H offerings in the Hong Kong IPO pipeline, in this note, we talk about the overall A/H premiums currently.
557 Views
CX Daily: Taming the Wild West of China’s Supply Chain Finance
SCF /In Depth: Taming the Wild West of China’s supply chain finance EVs /Chinese EV maker Neta on brink of collapse as $600 million funding round...
227 Views