Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
651 Views
Merger Arb Mondays (15 Dec) - Toyota Ind, Makino, Raksul, Pacific Ind, Jinke, Meilan Airport, NSR
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
609 Views
Tata Steel: Strategic Announcements Boost Long-Term Positioning; Valuation Still Balanced
Tata Steel's strategic moves enhance pellet security, downstream mix, and low-carbon readiness, with balanced valuation and Europe performance as...
448 Views
Merger Arb Mondays (08 Dec) - Makino, Pacific Ind, Jinke, ENN Energy, Qube, NSR, Predictive Disc
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
487 Views
ECM Weekly (1 December 2025)-Kioxia, Airtel, Nippon, Toyoda Gosei, SBI Shinsei, NS Group, Super Bank
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
439 Views