HK Short Interest - Small Drop in September
We analyse the latest SFC data released last evening on short position reporting in Hong Kong for the week ended 27 September.Total short notional...
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Last Week in Event SPACE: UNIZO, Maanshan, SK Holdings, Z Holdings, AVIC, TVB, HN Renewable, Webster
Last Week in Event SPACE ... On a risk-reward basis on the Unizo Holdings (3258 JP) deal, if Ichigo, Elliott, and others do not step in, this may...
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The Magang/Angang Pair Trade Is Preferable To The MGO
Maanshan Iron & Steel H (323 HK)'s Composite Doc has been issued. The First Closing Date is the 29th October, and the Offer will lapse if not...
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(Mostly) Asia M&A: September 2019 Roundup
For the month of September, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$250bn, aided by the mega-merger of...
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Angang Steel: From Bad to Worse...
INVESTMENT VIEW: We highlighted in our April upgrade note that Chinese steel fundamentals were at cycle trough and have the potential to quickly...
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