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,...
165 Views
Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons
In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...
135 Views
Asia-Pac Weekly Wrap: Kakaku, Ingenia Communities, Albis, Sharingtechnology, Cygnus Metals
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
110 Views
Last Week In Event SPACE: Nippon Sheet Glass, Guotai Junan, Resonac, Skyworth, Fosun, Austal
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
110 Views
Merger Arb Mondays (31 Aug) - Dentsu Soken, Kakaku, EQT, Cleanaway, OFX, Reliance, Carnaby, Atlantic
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views