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Global Equity Research Ltd

Global Equity Research Ltd
Uncompromised, Independent, Conflict-Free Research

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bullishL'Occitane
20 May 2024 00:15

Merger Arb Mondays (20 May) - L'Occitane, China TCM, SciClone, Malaysia Airports, I'rom, Hollysys

This week, the highest gross spreads are HEC Pharma (84.7%), Hollysys (16.5%), QV Equities (9.1%), Ansarada (8.7%), Malaysia Airports (8.3%), China...

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bullishESR Group
19 May 2024 19:19

Weekly Deals Digest (19 May) - ESR Group, L'Occitane, CPMC, Malaysia Airports, I'Rom, Modec

Last week, notable developments occurred in Event-Driven (ESR, L'Occitane, CPMC, Malaysia Airports, I'Rom, Great Eastern) and ECM (Modec).

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bullishL'Occitane
17 May 2024 02:07

L’Occitane (973 HK): Dilemma as the Share Alternative Pre-Condition Met

While a positive, the share alternative offer needs to balance the requirement to satisfy the minimum acceptance condition while not breaching the...

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15 May 2024 23:39

Malaysia Airports (MAHB MK): Pre-Conditional Voluntary Offer at RM11.00

The offer is light based on historical/peer multiples. The consortium can overcome issues satisfying the 90% minimum acceptance condition by...

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bearishModec Inc
14 May 2024 17:47

MODEC (6296 JP): A US$535 Million Secondary Offering

Looking at recent large Japanese placements is instructive for understanding the potential offer price. The pricing date will likely fall between...

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