Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views
Skyworth (751 HK): Behind Every Precedent's Filing Clock
Skyworth is behind on every precedent's filing milestone; the lack of proof of filing Skyworth Photovoltaic’s application is now the standout red...
123 Views
Skyworth (751 HK) Gives Up Spin-Off Gains. And Then Some
Skyworth, as is, is trading above its five-year average on all metrics. I don't see the spin-off happening. This has been a terrible trade. I...
148 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,...
198 Views
Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
1.6k Views