In today’s briefing:
- Monadelphous (MND AU) Is The S&P ASX 200 ADD – There’s a Trade Here
- Merger Arb Mondays (05 Dec) – Origin Energy, OZ Minerals, Genex, Bigtincan, Pendal, Golden Energy
Monadelphous (MND AU) Is The S&P ASX 200 ADD – There’s a Trade Here
- Monadelphous (MND AU) will be added to the S&P ASX 200 Index on 16 December 2022.
- This is not a surprise. It has been the lead contender for a December ADD slot since the day after the September rebalance was completed (see here).
- There is a fair bit of volume to buy, and there are pair trades to do.
Merger Arb Mondays (05 Dec) – Origin Energy, OZ Minerals, Genex, Bigtincan, Pendal, Golden Energy
- We summarise the latest spreads and newsflow of merger arb situations covered by us across Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Philippines, Thailand and Chinese ADRs.
- Highest spreads 21Vianet Group (VNET US), Alliance Aviation Services (AQZ AU), Genex Power Ltd (GNX AU), Golden Energy & Resources (GER SP), 111 Inc (YI US), Origin Energy (ORG AU).
- Lowest spreads – Tyro Payments (TYR AU), Nitro Software Ltd (NTO AU), Warrego Energy (WGO AU), Uzabase Inc (3966 JP), Lifestyle International Holdings (1212 HK), Nearmap Ltd (NEA AU).
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