In today’s briefing:
- Weekly Deals Digest (28 Sep) – Zijin Gold, Tekscend, Mandom, Pacific Ind, Paramount Bed, Soft99
- Overview #36 – AI Hype, Mineral Might, and the Nuclear Revival
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, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India and Chinese ADRs.
- ECM developments: Zijin Gold (2259 HK), Tekscend Photomask (429A JP) and Tata Capital Limited (TATACAP IN) IPOs.
- Event-Driven developments: Mandom Corp (4917 JP), Pacific Industrial (7250 JP), Paramount Bed Holdings Co Lt (7817 JP), Soft99 Corp (4464 JP), Changhong Jiahua Holdings (3991 HK).
Overview #36 – AI Hype, Mineral Might, and the Nuclear Revival
- A review of recent events/data impacting our investment themes and outlook
- More government deals in the critical minerals sector support our outlook
- Grasberg mine accident and closure highlights tightness in the copper market
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
