Merger Arb Mondays (03 Apr) - Toshiba, Toyo, AAG, Origin, United Malt, Liontown, Mincor, Healius
This week, the highest gross spreads are 111 (38.1%), Alliance Aviation (37.3%), Genesis (22.8%), Estia (13.2%), Tyro (11.5%), AAG (10.1%), Toyo...
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(Mostly) Asia-Pac Weekly Risk Arb Wrap: Liontown, United Malt, Estia, Mincor, Origin, Toyo, Toshiba
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Mincor: Did Twiggy Thwart BHP Offtake?
Mincor's inability to supply BHP with the inferior product will eat into costs. And sentiment. That probably plays into Wyloo's court. Your...
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Last Week in Event SPACE: Toshiba, Toyota Industries, Meituan, Kingsoft, Rakuten Bank
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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S&P/ASX Index Rebalance Preview: Changes from Now to June
There could be one change for the ASX100 & ASX200 in April and one change for the ASX200 in June. Passive trackers will trade between 4.5-18x ADV...
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