HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
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Last Week in Event SPACE: Hitachi/Honda, AOF, Unizo, SVI, Maanshan, Osram, Genting, KCC
Last Week in Event SPACE ... The Tender Offers for Honda Motor (7267 JP)'s three large auto parts affiliates Showa Corp (7274 JP), Keihin Corp...
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HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
488 Views
(Mostly) Asia M&A: October 2019 Roundup
For the month of October, 17 new deals were discussed on Smartkarma with an overall announced deal size of ~US$34bn. Clicking on the company...
764 Views
Maanshan’s Offer Turns Unconditional
In my note last Friday (Maanshan's Offer Likely To Turn Unconditional), recent CCASS movements indicated the Offer for Maanshan Iron & Steel...
512 Views