ConsumerDaily Briefs

Daily Brief Consumer: Vinda International, Tongcheng Travel Holdings , Denso Corp and more

In today’s briefing:

  • (Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health, Vinda, Outsourcing, Allkem, Costa, Hollysys
  • Index Rebalance & ETF Flow Recap: HSTECH, SIG/CWG, KQ150, REPT BATTERO
  • ECM Weekly (17th Dec 2023) – Toyota, Denso, Mankind, Axis, Merdeka, DOMS, India Shelter, Inox


(Mostly) Asia-Pac Weekly Risk Arb Wrap: Sigma Health, Vinda, Outsourcing, Allkem, Costa, Hollysys

By David Blennerhassett


Index Rebalance & ETF Flow Recap: HSTECH, SIG/CWG, KQ150, REPT BATTERO

By Brian Freitas

  • It was a busy week with rebalance implementations at the close of trading on Thursday in Korea and then across the region on Friday.
  • The SET 50 Index changes should be announced this week and the Yuanta TW Div+ ETF will continue to implement the changes till Thursday.
  • There were inflows to China ETFs during the week while there were big outflows from Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX) ETFs.

ECM Weekly (17th Dec 2023) – Toyota, Denso, Mankind, Axis, Merdeka, DOMS, India Shelter, Inox

By Sumeet Singh

  • Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
  • A few large placements in India, along with Denso Corp (6902 JP) pricing, kept the market ticking this week.
  • In the IPO space, India saw a flurry of launches, as companies and banker try to cash-in on the market frenzy.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars