OZ Minerals (OZL) - Copper and Comps Have Caught Up
BHP bid for OZL at a premium to market, to peer and copper-implied fair. Since then, copper and peers have rebounded. OZL is no longer trading with...
441 Views
Merger Arb Mondays (07 Nov) - Yashili, Fengxiang, Kingston, Pendal, Perpetual, ReadyTech, Nitro
This week, the highest gross spreads are Alliance Aviation (53.2%), VNET (43.1%), 111 (30.7%), Pendal (29.9%), Genex (25.0%), O2Micro (19.0%),...
228 Views
Merger Arb Mondays (31 Oct) - Jinke, Fengxiang, Lifestyle, Kingston, Pushpay, Nitro, Elmo, DTAC/True
This week, the highest gross spreads are VNET (84.7%), Alliance Aviation (48.4%), 111 (40.2%), Genex (25.0%), O2Micro (19.3%), Fengxiang (14.6%),...
221 Views
ASX Short Interest Weekly (Oct 21st): Telstra, BHP, Woolworth, Rio Tinto, Santos
We analyzed ASX short interest report for the past week and highlight short interest changes in Fortescue, Woodside, ANZ, Telstra, BHP, Woolworth,...
179 Views
Merger Arb Mondays (24 Oct) - Eagle Cement, Fengxiang, Lifestyle, Jinke Services, Genex, Nearmap
This week, the highest gross spreads are VNET (53.6%), Alliance Aviation (41.8%), 111 (32.1%), Genex (22.0%), O2Micro (17.6%), Eagle Cement...
227 Views