Thai Union (TU TB): Mitsubishi Corp (8058 JP)'s Partial Tender
Mitsubishi's partial arrives shortly after Thai Union touched a multi-year low. I'm not completely sold on this space and might look to take down...
275 Views
(Mostly) Asia M&A, July 2025 Wrap: Pacific Industrial, Johns Lyon, TalkMed, DD Group, Hanil Cement
For the month of July, 6 new deals were discussed on Smartkarma with an overall deal size of just ~US$4bn. The average premium for the new deals...
212 Views
Last Week In Event SPACE: Meituan/Prosus, China Medical System, Japanese Banks, New World Dev.
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...
582 Views
(Mostly) Asia-Pac M&A: Johns Lyng, New World Resources, Oneconnect, Great Eastern, VIOL
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
336 Views
Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New World, ENN Energy, HKBN, Fengxiang
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
725 Views