Merger Arb Mondays (03 Aug) - Taiyo, NS United, Future, Kakaku, Shinko Shoji, Dida, ASM, Accent
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
161 Views
Last Week In Event SPACE: Kakaku.com, Aussie Banks, Yamada, Muyuan Foods, IAG/Suncorp
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
129 Views
Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
753 Views
Japan Activism Briefs | Ezaki Glico, SMS, NS United
​NAVF pushing for capital reform & governance changes, SMS may refocus strategy on margins, NS United Kaiun benefiting from strong freight markets.
335 Views