Index Rebalance & ETF Flow Recap: ASX, KS200, KQ150, HSIII, STTF, L&F, Costa Group, Japan, Bud APAC
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
694 Views
Japan - Increasing Shorts on Some Interesting* Stocks; Positioning Appears Light
There could be selling in 5-6 Japan stocks from global passive portfolios next month. Short buildup is smaller than the expected passive selling...
456 Views
KDX (8972) - The Kenedix REIT Merger After a Disastrous Index Inclusion Trade
The Kenedix REIT 3-way merger promised strong demand on an index upweight, and bigger size suggested higher valuations. We got the demand, but a...
690 Views
ECM Weekly (3rd Sep 2023) - Doosan, VNG, Tuhu, Integral, ARM, Zomato, APM, Auckland Int, Daiwa REIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
440 Views
Daiwa House REIT Placement - Sponsor Cutting Stake, Would Likely Need a Wider Correction
Daiwa House Industry (1925 JP) is looking to raise US$175m from trimming a portion of its stake in Daiwa House Reit Investment (8984 JP).
623 Views