Merger Arb Mondays (02 Mar) - Dongfeng, ENN, Bluescope, Humm, ClearView, Toho Titanium, Sankei, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
385 Views
Weekly Deals Digest (01 Mar) - Toyota Ind, Toho Titanium, Yomeishu, Nintendo, Bluescope, Clearview
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
366 Views
JX Advanced Metals (5714 JP) – Dominant in Sputtering, Recycling Pivot, Valuations Lag Peers
​JX Advanced Metals, a global leader in high-purity sputtering targets, is accelerating recycling efforts and potential consolidation, while...
539 Views
MVIS Global Rare Earth/​​​Strategic Metals Index Rebalance Preview: Stocks Plunge as Cutoff Passes
Core Lithium could be added to the REMX in June. Lake Resources could miss out on index inclusion. ASM will be sold due to funding flows but is...
781 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance: Some Big Impact Changes
AVZ Minerals and ioneer have been added to the MVIS Global Rare Earth/Strategic Metals Index while Jinduicheng Molybdenum and Toho Titanium have...
1.7k Views