Merger Arb Mondays (10 Mar) - Seven & I, Naigai, ESR, Soundwill, OneConnect, Goldlion, PointsBet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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Hang Seng Index (HSI): Trends in PUT Strikes and Open Interest Visualized in Animation and Charts
​Traders are heavily positioned in Hang Seng Index put options at 19,000 and 20,000 strike levels, indicating protection against major market...
511 Views
Hang Seng Index (HSI): Trends in CALL Strikes and Open Interest Visualized in Animation and Charts
Traders of Hang Seng Index call options maintain significant holdings at lower strikes. Increased interest in 25,000 and 26,000 strikes
390 Views
NPC- Consumption Put Top of the Agenda, but Another Case of The “Boy Who Cried Wolf?”
​Investors feeling fatigued despite expected plans for boosting consumption in China, potential broadening of bull market beyond technology sector...
314 Views
OneConnect Financial (6638 HK/OCFT US): Negative EV Play Draws an Opportunistic Offer from Ping An
Despite the hefty premium, the offer is opportunistic as it values OneConnect around net cash and is at a material discount to historical trading...
2.1k Views