Esso Thailand: Bangchak Corp's Takeunder
Without a high degree of clarity on Esso's net debt and working capital adjustments, this is an avoid for arb investors. From an equity valuation...
745 Views
Last Week In SPACE: Shinsei Bank, Warrego Energy, Korean Bank Activism, Japfa
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
572 Views
Thaicom: Gulf Energy’s Low-Balled MTO Now Open For Acceptances
I'd reverse the stub here and short Intouch, and long AIS. I see no obvious trade on Thaicom. Watch for the special dividend from Intouch.
642 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Xingda, Nitro, Chip Eng Seng, Traditional Chinese Medicine
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
492 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 Views