Soundwill Holdings (878 HK): Privatisation Expected From The Controlling Family
Despite Soundwill's illiquidity, the controlling family probably still needs to offer a premium of 50%-75%. Not just to account for the low P/B...
720 Views
(Mostly) Asia-Pac M&A: Paragon REIT, Kaonavi, Arcadium Lithium, Sun Art Retail, HKBN, and Seven & I
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
674 Views
NZME Limited (NZM NZ/AU): In Need Of A Good Story
Print media is a tough gig. Especially daily print media. NZME is not exactly trading "cheap" to peers. Unless someone was to step up with an...
396 Views
Australian Clinical Labs (ACL AU) / Healius (HLS AU): Round 2?
After heady days during Covid, demand has tapered, but higher operating costs remain. Consolidation makes sense. Healius is trading below it pre...
474 Views
Get Nice Financial (1469 HK)'s Scheme Vote On The 7th March
As of the 14th Feb, GNH is no longer shortable. Avoid the arb trade. A more interesting bet is GNH, at a 74% discount to NAV and 0.21x P/B. That...
406 Views