Tsuruha (3391 JP)/Welcia (3141 JP): Index Promotion & Passive Flows Likely Priced In
Passives trade Tsuruha and Welcia at the close today. Net flat across TOPIX and FGlobal but there is a fair bit to buy from MGlobal trackers. Both...
1.5k Views
Merger Arb Mondays (24 Nov) - ANE, Dongfeng, ENN, Jinke, Shengmu, AUB, Digital Hldgs, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
729 Views
Curator's Cut: Powering Down CATL, Iron Ore Plays & Japan Consumer Consolidation
This Curator's Cut highlights CATL's premium powering down, iron ore opportunities even as Simandou goes live, and Japan's consumer sector...
606 Views
Merger Arb Mondays (17 Nov) - Mandom, Paramount Bed, Maruwn, Paris Miki, Mayne, AUB, Genting
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
593 Views
Merger Arb Mondays (10 Nov) - Soft99, Digital Holding, Saint-Care, ANE, ENN Energy, Mayne, AUB
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
607 Views