Merger Arb Mondays (22 Jun) - Kakaku, Nippon Dry, Shinko Shoji, Accent, Humm, Qoria, Skyworth
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
209 Views
Gold Miners ETF (GDX US) June Rebalance: 9 Adds and US$3.4bn Trade
9 adds, float and capping changes result in an estimated one-way turnover of 6.2% and to a round-trip trade of US$3.4bn. There are many stocks with...
259 Views
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
[Quiddity Index] MV Global Gold Miners Jun26 Rebal Results: Nine ADDs; US$1.4bn One-Way
MV Global Gold saw a lot more adds than we expected (we saw 6 but we're getting 9). Some of the names have significant flows to buy on an ADV basis.
129 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