Merger Arb Mondays (16 Mar) - Skyworth, ENN, BlueScope, Pepper, Humm, Makino, Sankei, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
423 Views
JPX Margin Trading Weekly (Mar 6th): Mitsubishi UFJ Financial, Kioxia, IHI, Fujikura, Toyota Motor
We analyzed JPX margin trading positions report for the past week and highlighted Mitsubishi UFJ Financial (8306 JP), Kioxia (285A JP), IHI (7013...
292 Views
Merger Arb Mondays (09 Mar) - ENN, Dongfeng, Skyworth, Qoria, Bluescope, Toyota Ind, Sankei
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
565 Views
[Quiddity Index] Nikkei 225 Sep26 Rebal Preview Update - 2 Auto ADDs, 1 Extra, 1 Cap, NEW DELs
The March 2026 Nikkei 225 review result changes our expectations for the Sep 2026 review both in terms of contents and method. It tilts names...
472 Views
JPX Margin Trading Weekly (Feb 27th): Rakuten Bank, Lasertec, Disco, Kandenko, Toho, SoftBank
We analyzed JPX margin trading positions report for the past week and highlighted Rakuten Bank, Lasertec, Disco, Kandenko, Toho, SoftBank,...
259 Views