Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust
Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...
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A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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ASX Short Interest Weekly (Feb 6th): BHP, Xero, Origin Energy, Commonwealth Bank Of Australia, Rea
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Xero, Origin Energy, Commonwealth Bank Of...
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Asia-Pac M&A, Jan 2026 Wrap: Hisamitsu Pharma, IJM Corp, Sankei Real Estate, BioDlink, Skyworth
For the month of Jan 2026, 6 new deals were discussed on Smartkarma with an overall deal size of ~US$8bn. The average premium for these new deals...
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Merger Arb Mondays (02 Feb) - Dongfeng, ENN, Toyota Ind, Raksul, Sankei, Mandom, IJM, Webjet, Qube
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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