In today’s briefing:
- MSCI August 2022 Index Rebalance Preview: The Last QIR!
- Merger Arb Mondays (25 Jul) – DTAC/True, Ramsay Health, Link Admin, VNET, Alliance Aviation
MSCI August 2022 Index Rebalance Preview: The Last QIR!
- We have completed days 1-5 in the review period for the MSCI August QIR. This is the last review that will use the current QIR methodology.
- Most changes are expected in China with the largest inflows on Gcl Poly Energy Holdings Limited (3800 HK), Tianqi Lithium (002466 CH) and Qinghai Salt Lake Industry (000792 CH).
- There are a few stocks that will have same way flows from the FTSE All-World and All-Cap trackers at the September SAIR.
Merger Arb Mondays (25 Jul) – DTAC/True, Ramsay Health, Link Admin, VNET, Alliance Aviation
- We summarise the latest spreads and newsflow of merger arb situations covered by us across Hong Kong, Australia, New Zealand, Singapore, Indonesia, Malaysia, Thailand and Chinese ADRs.
- The highest spreads are 21Vianet Group (VNET US), Alliance Aviation Services (AQZ AU), Ramsay Health Care (RHC AU), Resapp Health (RAP AU), Yashili International Holdings (1230 HK), True Corp.
- Lowest gross spreads are Excelpoint Technology (EXLP SP), Giordano International (709 HK), Frasers Hospitality Trust (FHT SP), MyDeal.com.au Ltd (MYD AU), Dongzheng Automotive Finance (2718 HK), Cocoaland Holdings (COLA MK).
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