A/H Premium Tracker (Wk to 19 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly
Hs underperformed their A partner within the AH pair universe this past week. Every sector was bad. Consumer the worst. Beautiful Skew behaved very...
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HK Connect SOUTHBOUND Flows (Wk To 19 Dec 2025) - Lower Activity, Net Buying, but High-Div SOEs Sold
SOUTHBOUND flows are still low in a year-end-lull but net flows are back to positive. High-div SOEs are seeing outflow. TECH and CONSUMER seeing...
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Taiyo Holdings (4626 JP): An Impending KKR Takeunder?
Based on the medium-term management plan, which is likely KKR’s base case, I estimate a tender offer of around JPY4,624, 1.2% below the last close....
156 Views
Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
161 Views
Weekly Deals Digest (21 Dec) - Mandom, Hogy, Matsuya R&D, MDV, ANE, Hang Seng, Jinke, Humm
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
256 Views