Lithium Oversupply Still Dominates Despite Electrification Growth
Electrification demand alone remains insufficient to tighten lithium markets, as excess Chinese refining capacity and cautious procurement...
102 Views
Primer: Zhejiang Huayou Cobalt (603799 CH) - Sep 2025
Zhejiang Huayou Cobalt is a global leader in the new energy lithium-ion battery materials sector, distinguished by its vertically integrated...
202 Views
Merger Arb Mondays (01 Jun) - Taiyo, Kodensha, Shinko Shoji, Atlas, Qoria, OOh!media, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
95 Views
Merger Arb Mondays (11 May) - Altas, European Lithium, Atlantic Lithium, Vault, Emmerson, Shengmu
The Ontario Teachers’ ROFO acceptance period has expired. While the Board is exploring other opportunities, the Takeover Panel notes “that there...
373 Views
Merger Arb Mondays (25 May) - Kakaku, Nippon Dry Chem, Skyworth, Changhong Jiahua, Shengmu, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
106 Views