Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
538 Views
Internet - 2M25 NBS data shy of consensus, but expectation for stimulus policy on the rise
Per NBS, YoY growth of retail sales came in at 4.0% in 2M25, improving from 3.7% in Dec 2024. In our view, this was boosted by nationwide trade-in...
206 Views
China Consumption Plan: How Special Is This “Special Plan”?
One key new element is the linking consumption to the wealth effect, while continuing targeted support for vulnerable groups and structural changes
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Quiddity Leaderboard HSIII Jun25/Sep25: Capping Flows in June and Index Changes in September
We estimate total one-way flow to be US$138mn during the June 2025 rebalance event which translates into a turnover of around 2.8%. In September...
555 Views
ECM Weekly (17th Mar 2025) -JPB, Recruit, Austal, BoB, Chifeng, Guarantee, Anjoy, Softcare, AvePoint
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
507 Views