QSG Research

Event intelligence for professional traders. Special situations, index events, corporate actions, earnings, macro and market mechanics. By QSG.

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BREAKING: COSCO, CMES HALT OIL TANKER TRANSPORT THROUGH HORMUZ AND BAB AL MANDEB $FXI

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BREAKING: UKRAINE LAUNCHES 620 DRONES AT MOSCOW, SURROUNDING AREAS - Reuters $USO

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Jazan was closed after the July 27 attack, so this is a repeat strike claim against a site already disrupted.

$USO

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: HOUTHIS SAY THEY ATTACKED SAUDI ARAMCO JAZAN REFINERY WITH DRONES $USO

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This follows the capital-structure review disclosed last September and missed coupons on both note series. Parent exposure remains through its support for the Mexico terminal financing.

$BAK

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: BRASKEM MEXICO UNIT FILES FOR BANKRUPTCY PROTECTION - Bloomberg $BAK

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It repeats a May threat. The Strait has stayed closed since Feb. 28, so it doesn't create a new Korea-specific catalyst for $EWY.

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: TRUMP THREATENS TO BOMB OMAN OVER IRAN DEAL - Reuters $EWY

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Brookfield's made three lower approaches since April and got two months of access before this one. Exclusivity ends 15 September, with any signed deal including a 30 day go shop.

$BN

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: BROOKFIELD BIDS $2.9 BILLION FOR RELIANCE WORLDWIDE - Reuters $BN

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$TPG also announced its Kinetic investment last year. EQT's full year results are due Thursday, putting fresh earnings into the record.

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: $TPG GLOBAL MAKES $468 MILLION EQT TAKEOVER PROPOSAL - Reuters

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The late July rebound failed within two days. The alternative routes still lack the central passage's capacity.

$USO

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: HORMUZ CROSSINGS REMAIN IN SINGLE DIGITS, RISE SLIGHTLY - Reuters $USO

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This remains far below normal, 138 vessels a day before the conflict. AIS counts can miss dark transits and reflect GPS interference.

$USO

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: STRAIT OF HORMUZ CROSSINGS REMAIN SLOW WITH SIX VESSELS MONDAY $USO

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JPMorgan was still Underweight after Q2 sales fell 23% during the new pricing model rollout. July sales data are due Aug. 21.

For informational purposes only. Not a recommendation to buy or sell any security.

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BREAKING: JPMORGAN UPGRADES HEMNET TO OVERWEIGHT, RAISES TARGET TO SEK 126

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The parties already agreed not to close before a court ruling or June 1, 2027. $WBD holders begin accruing a 25¢-a-share quarterly ticking fee after Sept. 30.

For informational purposes only. Not a recommendation to buy or sell any security.

[QSG Research @QSG_Research]

BREAKING: PARAMOUNT SKYDANCE SEEKS $1.88 BILLION BOND OVER WARNER DEAL CHALLENGE - Reuters $WBD