Merger Arb Mondays (15 Sep) - Santos, Soft99, Technopro, Mandom, Shengjing Bank, Dongfeng Motor
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
Daido Steel – Specialty Strength with Strategic Upside
Japanese specialty steelmaker focusing on high-margin growth products like stainless steel, magnets, and aerospace forgings, but faces risks from...
516 Views
Merger Arb Mondays (08 Sep) - Kangji, OneConnect, Ashimori, Pacific Ind, RPM, Santos, Zeekr
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views
Nippon Steel (5401.T) – Financial and Strategic Analysis Post-U.S. Steel Acquisition
Nippon Steel's acquisition of U.S. Steel boosts North American presence but faces challenges in margins and costs. Watch synergy execution and...
890 Views
Merger Arb Mondays (01 Sep) - Dongfeng, ENN, Joy City, Kangji, Mayne, Santos, Shibaura, CareNet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
852 Views