Curator's Cut: BABA Hedges, Substantive Spin-Offs & Japanese Activist Situations
In this cut, we look at different approaches to hedge BABA exposure, review large recent spin-offs in Asia, and get a download of interesting...
688 Views
Weekly Deals Digest (28 Sep) - Zijin Gold, Tekscend, Mandom, Pacific Ind, Paramount Bed, Soft99
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
529 Views
Trading Strategy of Zijin Gold on the First Day of IPO
Zijin Gold IPO will start trading on 30 September. Our base case valuation of Zijin Gold is HK$124.7 per share (74.2% higher than the IPO price).
1.4k Views
Microport Scientific Placement - Should Be Well-Flagged, Will Lift Overhang
Otsuka Holdings (4578 JP) aims to raise around US$150m via selling its remaining shares in Microport Scientific (853 HK). In this note, we run the...
595 Views
Chery Auto IPO Trading - Half Decent Demand
Chery Automobile (9973 HK) raised around US$1.2bn in its Hong Kong IPO. In this note, we talk about the trading dynamics.
530 Views