HK Connect Flows Weekly (Feb 6th): Tencent, Xiaomi, SMIC, Pop Mart Intl, Ke, ICBC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Xiaomi (1810 HK), SMIC (981 HK), Pop...
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Hong Kong Connect Flows (January): China Mobile, Xiaomi, Tencent
We estimate inflows to Hong Kong stocks from mainland China to be USD 7.2bn. We highlight big flows for China Mobile (2.2bn outflows), Tencent...
335 Views
Asia-Pac M&A, Jan 2026 Wrap: Hisamitsu Pharma, IJM Corp, Sankei Real Estate, BioDlink, Skyworth
For the month of Jan 2026, 6 new deals were discussed on Smartkarma with an overall deal size of ~US$8bn. The average premium for these new deals...
341 Views
Merger Arb Mondays (02 Feb) - Dongfeng, ENN, Toyota Ind, Raksul, Sankei, Mandom, IJM, Webjet, Qube
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
519 Views
Asia-Pac M&A Weekly Wrap: Bluescope Steel, Iress, Skyworth, Toyota Inds., Raksul, Sankei Real Estate
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
428 Views