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Quiddity Advisors

Quiddity Advisors
Pan-Asia Catalysts/Events

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bullishGoodman Group
19 Feb 2025 05:22

Goodman Group (GMG AU) - Big Placement, Big Index Flow But...

Goodman Grp is offering A$4bn of shares. Bookbuild today. Anncmt tomorrow. Shares open Friday and new shares trade Tuesday. LOTS of index flow...

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bullishPpb Group
19 Feb 2025 04:06

StubWorld: PPB In The Doghouse, But These Levels Are Excessive

Whether poultry feed pricing needs to be "adjusted" by PPB; the cartel case is dismissed (or dumbed down) -  or a combination of both - PPB appears...

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18 Feb 2025 10:46

Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: ~US$1.3bn One-Way; Some Changes to Expectations

There are some changes to our expected ADDs and DELs lists. We expect the new expected ADDs to outperform the new expected DELs over the next few...

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18 Feb 2025 08:25

Quiddity Leaderboard CSI 300/​​500 Jun 25: Positive Trade Performance; More to Come

The CSI 300 and CSI 500 June 2025 rebalance events could trigger one-way flows of US$2.35bn and US$3.9bn respectively. Some of the CSI 500 expected...

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bullishPEC Ltd.
18 Feb 2025 02:18

PEC Ltd. (PEC SP): Privatisation Offer From Liberty Group

This is done. If small, illliquid arbs are your bent, and assuming late May payment, I'd pay up to S$0.79/share for a gross/annualised return of 6%...

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