Last Week in Event SPACE: Singapore Air, Softbank, DP World, Hitachi Chem, Naspers/Tencent, Renault
Last Week in Event SPACE ... Singapore Airlines (SIA SP) announces a substantial rights/MCB issue. If you are an arb, look to own the borrow....
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Renault-Nissan-MitMot Alliance: MitCorp to Buy 10% of Renault? There's An Easier Way
Les Echos, the French media outlet with probably the most access to Bercy when it comes to Renault SA (RNO FP)/government/Alliance news, but also...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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🇯🇵 JAPAN MARKET UPDATE • Hit the BoJ Bid and Wait for the Absolute Value Opportunity
TAKE PROFITS - Japanese equities, as measured by the TOPIX Index, rose by 1.7% over the last week in Yen terms and fell by only 0.86% in US...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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