Merger Arb Mondays (15 Jun) - Skyworth, Changhong Jiahua, Con Aero, JSB, Nippon Dry, Steadfast
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
174 Views
Asia-Pac Weekly Wrap:Steadfast, Con Aero Tech, Atlas Arteria, OOh!Media, Nippon Dry Chem, Monash IVF
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
105 Views
Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
678 Views
Merger Arb Mondays (08 Jun) - ENN, Con Aero, Skyworth, Kakaku, Shinko Shoji, Cygnus, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
202 Views
Quiddity ASX Jun26 Results: 12/14 Correctly Predicted; Others Were Next In Line
Out of the 14 confirmed changes, 12 were in our expected ADDs/DELs list for the June 2026 rebalance. The two names we missed were next in line.
173 Views