Mandarin Oriental (MAND SP): 8th Dec Vote On Matheson's Offer
Clean, full Offer. MAND is trading around ~2.1%/10.8% gross/annualised, assuming late Jan 2026 payment. Expect more accretion/recycling to come in...
282 Views
Merger Arb Mondays (17 Nov) - Mandom, Paramount Bed, Maruwn, Paris Miki, Mayne, AUB, Genting
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
449 Views
Mandarin Oriental (MAND SP): Vote on Jardine Matheson’s Scheme Offer on 8 December
The timing of completing the OCB sale is the key risk. The offer remains reasonable, and the vote is low risk. For an end-of-January 2026 payment,...
381 Views
Last Week In Event SPACE: Toyota Industries, Zijin Mining, Genting Malaysia, 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...
458 Views
Singapore Market Roundup (11-Nov-2025): Genting Singapore: Buy rating; DBS maintains Hold.
Genting Singapore gets 'buy' calls; DBS holds 'hold' rating. Lim & Tan starts 'buy' on Zixin Group at 6.6 cents. Maybank raises Sanli...
283 Views