Merger Arb Mondays (23 June) - ENN Energy, Dickson, HKBN, Mayne, Insignia, Santos, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
564 Views
HK Short Interest Weekly: Beke, Zijin Mining, Wuxi Apptec, AIA, Tencent, BYD, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Jun 13th and highlight short interest changes in Beke, Zijin Mining, Wuxi...
544 Views
FWD Group IPO: The Investment Case
This note outlines the investment case. My analysis suggests that the fundamentals are mixed as FWD is rapidly growing its new business, but at the...
764 Views
Merger Arb Mondays (16 June) - Mayne, Pointsbet, Fengxiang, HKBN, Seven & I, Shibaura, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
911 Views
Merger Arb Mondays (09 June) - Mayne, Tam Jai, OneConnect, Toyota Industries, Makino, Fuji Corp
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views