Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
166 Views
JPX Margin Trading Weekly (Sep 4th): Kioxia, SoftBank, Advantest, Fujikura, Mitsubishi UFJ Financial
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Advantest (6857 JP),...
112 Views
Merger Arb Mondays (07 Sep) - Skyworth, Z Fin, OFX, Cleanaway, EQT, European Lit, BetMakers, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Weekly Deals Digest (30 Aug) - Kakaku, Dentsu Soken, Seed, Carnaby, Peet, Suncorp, OUE, Shein
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
105 Views
Conant Optical (2276 HKG): 1H26 Revenue and Margins Expand; XR Lenses Growth Story Slowly Unfolding
In 1H26, Shanghai Conant reported revenue rise of 8% YoY to RMB 1.2B. Demand outlook, expansion plans, R&D initiatives and margin strength offer a...
109 Views