Henlius (2696 HK): This Should Trade Tighter. Get Involved
A 3.1% gross spread with expected payment around mid-Feb is okay. I'd pay up to HK$24.10/share for a 15% annualised spread. This is done. Get...
497 Views
Henlius (2696 HK): NDRC Approval Should Calm Nerves
Fosun Pharma has satisfied the precondition related to its Henlius’ HK$24.60 offer. The composite document will be despatched by 23 January. Key...
825 Views
Merger Arb Mondays (16 Dec) - ESR, CPMC, Fosun Tourism, Seven & I, Fuji Soft, NEC Networks
This week, the highest gross spreads are Arcadium Lithium (13.8%), Seven & I (11.6%), Insignia (10.8%), Henlius (10.8%), Get Nice (10.3%), ESR...
472 Views
CPMC (906 HK): Not A Shadow Of Doubt (!) As Pre-Cons Fulfilled
Awesome news to see the pre-cons satisfied. Expect Canvest and Henlius to also narrow into terms. If this turns unco on the first closing date,...
485 Views
(Mostly) Asia-Pac M&A: Insignia, Fosun Tourism, GJS/Haitong, Fuji Soft, Dexus Property
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
395 Views