Merger Arb Mondays (15 Sep) - Santos, Soft99, Technopro, Mandom, Shengjing Bank, Dongfeng Motor
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
ENEOS Holdings (TSE: 5020): Cash Returns Support, Valuation Capped
ENEOS, Japan's top energy group, faces earnings fluctuations due to oil prices and inventory losses, with valuation above fair value and risks...
934 Views
Weekly Deals Digest (14 Sep) - Zijin Gold, Chery Auto, Hesai, Mandom, Soft99, Evergrande, Shengjing
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
474 Views
Fuji Oil (5017 JP): Idemitsu Kosan (5019 JP)’s Tender Offer at JPY480
While reasonable on several fronts, the offer is susceptible to a bump as it is far from a knockout bid, and Fuji Oil previously had activists on...
606 Views
Last Week in Event SPACE: Hankyu Hanshin REIT, ENN Energy, Idemitsu, HKBN, Jardine Matheson
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
686 Views