Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>I tally 34 - mostly firm, mostly Asia-Pac - arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrics and upcoming events are detailed below.</li>
<li>Three new deals were discussed on Smartkarma this week: <a href="https://www.smartkarma.com/entities/emmerson-resources-ltd" target="_blank" data-smartkarma-citation="entities:18705:1" rel="noopener">Emmerson Resources (ERM AU)</a>, <a href="https://www.smartkarma.com/entities/rohm-co-ltd" target="_blank" data-smartkarma-citation="entities:2953:1" rel="noopener">ROHM Co Ltd (6963 JP)</a>, and <a href="https://www.smartkarma.com/entities/avarga-ltd" target="_blank" data-smartkarma-citation="entities:13105:1" rel="noopener">Avarga Ltd (AVARGA SP)</a><a href="https://www.smartkarma.com/entities/avarga-ltd" target="_blank" data-smartkarma-citation="entities:13105:1" rel="noopener"></a>.</li>
<li>Key updates/news also took place on: <a href="https://www.smartkarma.com/entities/toyota-industries-corp" target="_blank" data-smartkarma-citation="entities:4500:1" rel="noopener">Toyota Industries (6201 JP)</a>, <a href="https://www.smartkarma.com/entities/national-storage-reit" target="_blank" data-smartkarma-citation="entities:13762:1" rel="noopener">National Storage REIT (NSR AU)</a>, <a href="https://www.smartkarma.com/entities/dongfeng-motor-group-co-ltd-h" target="_blank" data-smartkarma-citation="entities:910:1" rel="noopener">Dongfeng Motor (489 HK)</a>, and <a href="https://www.smartkarma.com/entities/ijm-corp-bhd" target="_blank" data-smartkarma-citation="entities:16784:1" rel="noopener">Ijm Corp Bhd (IJM MK)</a>.</li>
</ul>


I tally 34 - mostly firm, mostly Asia-Pac - arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrics and upcoming events are detailed below.
Three new deals were discussed on Smartkarma this week: Emmerson Resources (ERM AU), ROHM Co Ltd (6963 JP), and Avarga Ltd (AVARGA SP).
Key updates/news also took place on: Toyota Industries (6201 JP), National Storage REIT (NSR AU), Dongfeng Motor (489 HK), and Ijm Corp Bhd (IJM MK).


Asia-Pac M&A Weekly Wrap: Toyota Inds, Emmerson Res, Avarga, National Storage, Dongfeng Motors, Ijm

<ul>
<li>You wouldn't short <a href="https://www.smartkarma.com/entities/rohm-co-ltd" target="_blank" data-smartkarma-citation="entities:2953:1" rel="noopener">ROHM Co Ltd (6963 JP)</a>. Look to add on a big dip.</li>
<li>
<a href="https://www.smartkarma.com/entities/enn-energy-holdings-ltd" target="_blank" data-smartkarma-citation="entities:316:1" rel="noopener">ENN Energy</a><a href="https://www.smartkarma.com/entities/enn-energy-holdings-ltd" target="_blank" data-smartkarma-citation="entities:316:1" rel="noopener"> (2688 HK)</a> remains a challenging situation. But arguably there is upside potential here; but it's not a high conviction trade.</li>
<li>Large treasury share cancellations in vogue from the likes of <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a>, <a href="https://www.smartkarma.com/entities/sk-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:393:1" rel="noopener">SK Inc (034730 KS)</a>, among a slew others.</li>
</ul>


You wouldn't short ROHM Co Ltd (6963 JP). Look to add on a big dip.

ENN Energy (2688 HK) remains a challenging situation. But arguably there is upside potential here; but it's not a high conviction trade.
Large treasury share cancellations in vogue from the likes of Samsung Electronics (005930 KS), SK Inc (034730 KS), among a slew others.


Last Week In Event SPACE: ROHM, ENN Energy, Samsung Electronics, SK Inc, JCNC/Astra

Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Index Rebalance

<ul>
<li>The March 2026 index review results for the SE600 index were announced yesterday after market close.</li>
<li>There will be eleven index changes for the SE600 index. We expected nine out of eleven ADDs and seven out of eleven DELs.</li>
<li>The Inclusion/Exclusion events will take place at the close of trading on 20th March 2026.</li>
</ul>


The March 2026 index review results for the SE600 index were announced yesterday after market close.
There will be eleven index changes for the SE600 index. We expected nine out of eleven ADDs and seven out of eleven DELs.
The Inclusion/Exclusion events will take place at the close of trading on 20th March 2026.


Quiddity SE600 Mar26 Results: CSG ADD Confirmed; Many Index Changes

<ul>
<li>The SE600 index is one of the most widely followed benchmark indices in Europe. This index is rebalanced on a quarterly basis.</li>
<li>Based on the latest rankings, we see nine regular index changes for the March 2026 rebalance.</li>
<li>The final rankings are based on float market caps at close on 27 February 2026.</li>
</ul>


The SE600 index is one of the most widely followed benchmark indices in Europe. This index is rebalanced on a quarterly basis.
Based on the latest rankings, we see nine regular index changes for the March 2026 rebalance.
The final rankings are based on float market caps at close on 27 February 2026.


Quiddity Leaderboard SE600 Mar26: 9 ADDs/DELs Likely; Base Date Next Week

<ul>
<li>The SE600 index is one of the most widely-followed benchmark indices in Europe. This index is rebalanced on a quarterly basis.</li>
<li>In this insight, we take a look at the potential index changes for the SE600 and EURSTX Indices for the March 2026 rebalance.</li>
<li>We expect about eight changes during the March 2026 review.</li>
</ul>


The SE600 index is one of the most widely-followed benchmark indices in Europe. This index is rebalanced on a quarterly basis.
In this insight, we take a look at the potential index changes for the SE600 and EURSTX Indices for the March 2026 rebalance.
We expect about eight changes during the March 2026 review.


Quiddity Leaderboard SE600 Mar26: CSG IPO Question; 8 ADDs/DELs As Things Stand

South Africa

Pan African Resources is a mid-tier gold producer with a portfolio of high-grade, long-life underground mines and low-cost surface remining projects. The company's primary activities include the mining, extraction, and sale of gold, with operations in South Africa and Australia, including projects for copper and cobalt deposits. It was founded in 2000 and is headquartered in Johannesburg, South Africa.

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Pan African Resources (PAF LN)

Asia-Pac M&A Weekly Wrap: Toyota Inds, Emmerson Res, Avarga, National Storage, Dongfeng Motors, Ijm

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

Last Week In Event SPACE: ROHM, ENN Energy, Samsung Electronics, SK Inc, JCNC/Astra

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...

David Blennerhassett

Quiddity SE600 Mar26 Results: CSG ADD Confirmed; Many Index Changes

The SE600 index will see eleven changes in March 2026 with a few surprises. The ADDs collectively have around US$160mn and DELs have US$220mn to...

Afridi Reyal

Quiddity Leaderboard SE600 Mar26: 9 ADDs/DELs Likely; Base Date Next Week

We expect nine regular index changes in March 2026. All expected changes have small stand-alone flow sizes. The final changes will be based on...

Afridi Reyal

Quiddity Leaderboard SE600 Mar26: CSG IPO Question; 8 ADDs/DELs As Things Stand

The upcoming March 2026 rebalance of the SE600 is expected to bring about eight changes with the possible inclusion of CSG.

Afridi Reyal

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Asia-Pac M&A Weekly Wrap: Toyota Inds, Emmerson Res, Avarga, National Storage, Dongfeng Motors, Ijm

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

Last Week In Event SPACE: ROHM, ENN Energy, Samsung Electronics, SK Inc, JCNC/Astra

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...

David Blennerhassett

Quiddity SE600 Mar26 Results: CSG ADD Confirmed; Many Index Changes

​The SE600 index will see eleven changes in March 2026 with a few surprises. The ADDs collectively have around US$160mn and DELs have US$220mn to...

Afridi Reyal

Quiddity Leaderboard SE600 Mar26: 9 ADDs/DELs Likely; Base Date Next Week

We expect nine regular index changes in March 2026. All expected changes have small stand-alone flow sizes. The final changes will be based on...

Afridi Reyal

Quiddity Leaderboard SE600 Mar26: CSG IPO Question; 8 ADDs/DELs As Things Stand

​The upcoming March 2026 rebalance of the SE600 is expected to bring about eight changes with the possible inclusion of CSG.

Afridi Reyal

The SE600 index will see eleven changes in March 2026 with a few surprises. The ADDs collectively have around US$160mn and DELs have US$220mn to...

The upcoming March 2026 rebalance of the SE600 is expected to bring about eight changes with the possible inclusion of CSG.