Quiddity Leaderboard S&P 500 Mar 24: Big Index Flows Possible for Workday and KKR
A new Quiddity Leaderboard for S&P500 Index Rebal predictions. We like Workday against a basket of peers, based on our expectation of US$6bn+ net...
836 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
PRIVATE CREDIT FUNDS: "Where Are the Customer's Yachts?"
The Fed is asking major US banks for details on their exposure to private credit after a surge in redemptions from those funds and a rise in...
339 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
PHC Holdings (6523 JP): Willing Sellers, but Not at Toho's Rumoured Price
Toho's rumoured bid of more than JPY200bn (JPY1,571 per share) for PHC is below my estimated fair value of JPY1,800–2,030. Sellers want out, but...
134 Views