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
Merger Arb Mondays (02 June) - Seven & I, SBI Sumishin, Shibaura, Mayne, ENN Energy, HKBN, Zeekr
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
546 Views
HK Short Interest Weekly: Meituan, Bilibili, Kingsoft
We analyzed the latest HK SFC report for aggregate short position as of May 23rd and highlight short interest changes in Meituan, Bilibili, Kingsoft.
1k Views