Merger Arb Mondays (27 Apr) - Makino, Skyworth, ENN, Changhong Jiahua, Qoria, Qube, Emmerson
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
284 Views
JPX Margin Trading Weekly (Apr 17th): Kioxia, Advantest, SoftBank, Lasertec, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), SoftBank (9984 JP),...
277 Views
Merger Arb Mondays (20 Apr) - Skyworth, ENN, Arclands/Joyful Honda, Sankei, Qoria, Monash, Humm
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
273 Views
JPX Margin Trading Weekly (Apr 10th): Advantest, Kioxia, Lasertec, Fast Retailing, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Advantest (6857 JP), Kioxia (285A JP), Lasertec (6920 JP), Fast...
324 Views
Mitsui Kinzoku (5706 JP): Momentum Up, Valuation Gap Widens Ahead of Global Index Inclusion
Mitsui Kinzoku could be added to a global index in May. Positioning in high and valuations are much higher than most peers. Momentum could lead to...
364 Views