TOPIX Index Upweights: The Big April Basket 2021
TOPIX does an annual exercise to adjust Liquidity Factor. The time for trades around that is upon us. This insight looks at the best trade around...
1.3k Views
Upgrading China to Overweight; Europe Breaking Out
Upgrading China to Overweight. Europe Breaking Out. Japan Remains Attractive. All signs point to the $ACWI uptrend continuing for the foreseeable...
405 Views
[Japan Buyback] Leopalace (8848 JP) - A Giant Buyback To Get Fortress Partially Out
Leopalace21 sold shares and SARs to FIG in 2020. FIG is getting out of the SARs and the Leopalace buying back the dilution overhang. FCF is still...
775 Views
Merger Arb Mondays (24 Feb) - Seven & I, Proto, Tam Jai, Pentamaster, Vesync, Canvest, Domain
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
553 Views
Merger Arb Mondays (17 Feb) - HKBN, Fosun Tourism, Get Nice, 7&I, Shibaura, Kaonavi, Paragon
This week, the highest gross spreads are Kaonavi (84.0%), Lifestyle China (18.1%), Seven & I (14.7%), Smart Share (8.7%), ESR (6.9%), Vesync...
597 Views