S&P 500 September Forecasts: Saved by the Dell?
Dell Technologies is the biggest candidate for inclusion in the S&P 500 with forecasted demand of ~$7bn and ~4 days of volume. Uncertainty arises...
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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...
755 Views
HKBN (1310 HK): Trading Halt, HGC’s Rumoured Takeover Offer
It will be tough to pull off privatisation at the rumoured valuation of more than US$1bn (around HK$6 per share). Nevertheless, the renewed...
651 Views
Merger Arb Mondays (15 Dec) - Toyota Ind, Makino, Raksul, Pacific Ind, Jinke, Meilan Airport, NSR
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
630 Views
ICICI Pru AMC IPO - Doesn’t Need to Trade at a Discount
ICICI Prudential AMC is looking to raise about US$1.2bn in its upcoming India IPO. In this note, we talk about the recent updates and valuations.
429 Views