In today’s briefing:
- Last Week in Event SPACE: Tata Motors, Origin Energy, OZ Minerals, Toshiba
Last Week in Event SPACE: Tata Motors, Origin Energy, OZ Minerals, Toshiba
- Tata Motors Ltd (TTMT IN) will eliminate its ADS program. This is another potentially juicy trade.
- Canada’s Brookfield, along with EIG look to take over Origin Energy (ORG AU), one of Australia’s largest energy companies.
- This OZ Minerals Ltd (OZL AU) trade is fundamentally a bit short gamma on copper. If copper takes another dive, then it may no longer be interesting to be long.
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