EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
430 Views
Names with Bonds Coming Due and Not a Lot of Cash...
We initially screened for names that do not have a lot of cash relative to their short-term debt. We then went a step further and limited the...
788 Views
Earnings Leakage Report - 9 Names Moved on Strong Volume and Only 1 Had News Behind the Move....
Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. Seiko Holdings...
516 Views
(Mostly) Asia M&A, Dec 2024: De Grey, Insignia, ESR Group, Fosun Tourism, HKBN, Pentamaster, Beenos
For Dec 2024, 13 new transactions were discussed on Smartkarma with an overall deal size of ~US$16bn. The Dec average premium for these new...
762 Views
(Mostly) Asia M&A, Nov 2024: Net One System, Amcor/Berry, I D & E Holdings, SG Fleet, Macromill
For Nov 2024, 14 new transactions were discussed on Smartkarma with an overall deal size of ~US$15bn. The ave. premium for these new transactions...
539 Views