Japan - Another Big Round of Passive Selling
The close tomorrow should see huge volumes trade on these stocks. Shorts will be covered and longs will be selectively put on.
638 Views
Japan - Increase in Shorts & Potential Passive Selling in May
There are a bunch of stocks in Japan that could be sold by passive global investors in May. Shorts have increased on all stocks and the extent of...
406 Views
Activia Properties (3279) - Short-Term Higher-Impact Buyback on Better Fundamental Results
Activia Properties had good results to November 2023. A large disposal at a loss will drag May earnings down while rental gains will offset. The J...
445 Views
Merger Arb Mondays (30 Oct) - JSR, Eoflow, Azure Minerals, Symbio, Hollysys, Haitong Intl
This week, the highest gross spreads are 111 (71.8%), Eoflow (38.2%), Hollysys (22.4%), Symbio (10.1%), JSR (9.3%), Healius (8.9%), Haitong Intl...
591 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...
694 Views