(Mostly) Asia M&A, Apr 2025 Wrap: Toyota, Abacus Storage, Bright Smart, Fujitsu General, Topcon
For the month of April, 9 new deals were discussed on Smartkarma with an overall deal size of just ~US$6bn. The average premium for the new deals...
525 Views
Quiddity Leaderboard ASX Jun25: LONGs up +14% Vs SHORTs in a Month; Some Changes to Expectations
Collectively, there could be US$416mn one-way flow for the ASX index family in June 2025. Most of the expected index changes could have multiple...
551 Views
Evolution Mining (EVN AU): Global Index Inclusion in May as Gold Rallies
The rally in gold has led to a huge mkt cap increase for EVN - that should lead to a global index inclusion. Valuations are in line with peers and...
773 Views
De Grey Mining/Northern Star Resources: The Passive Flows
There will be passive buying in Northern Star Resources (NST) today at the close following the acquisition of De Grey Mining. The stock is up a lot...
1.4k Views
Merger Arb Mondays (21 Apr) - ENN Energy, Canvest, OneConnect, Makino, Shibaura, Welcia, Topcon
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1.2k Views