Merger Arb Mondays (15 Jun) - Skyworth, Changhong Jiahua, Con Aero, JSB, Nippon Dry, Steadfast
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
174 Views
[Quiddity Index] MV Global Gold Miners Jun26 Rebal Results: Nine ADDs; US$1.4bn One-Way
MV Global Gold saw a lot more adds than we expected (we saw 6 but we're getting 9). Some of the names have significant flows to buy on an ADV basis.
129 Views
Asia-Pac Weekly Wrap:Steadfast, Con Aero Tech, Atlas Arteria, OOh!Media, Nippon Dry Chem, Monash IVF
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
105 Views
Merger Arb Mondays (08 Jun) - ENN, Con Aero, Skyworth, Kakaku, Shinko Shoji, Cygnus, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
202 Views
Quiddity ASX Jun26 Results: 12/14 Correctly Predicted; Others Were Next In Line
Out of the 14 confirmed changes, 12 were in our expected ADDs/DELs list for the June 2026 rebalance. The two names we missed were next in line.
173 Views