Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
165 Views
US: Trump Sweep of WH, Senate, House Clears the Way for Growth and Lower Brent
Trump's re-election strengthens mandate with Republican control of Senate/House. Proposed tax cuts, deregulation to boost economy/equities and...
360 Views
Merger Arb Mondays (07 Sep) - Skyworth, Z Fin, OFX, Cleanaway, EQT, European Lit, BetMakers, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Institutions Adjust Portfolios Amid Economic Uncertainty and Market Volatility (13F Filings 30/Jun)
Investors are moving away from overvalued tech stocks towards undervalued sectors like infrastructure and healthcare due to increasing economic...
558 Views