Merger Arb Mondays (02 Dec) - Shinko, WealthNavi, AVJennings, SG Fleet, Latin Res, Get Nice, GA Pack
This week, the highest gross spreads are WealthNavi (43.6%), Henlius (14.4%), Shinko Electric (12.8%), Get Nice Financial (12.8%), Arcadium Lithium...
708 Views
China Healthcare Weekly (Dec.1)- 2024 NRDL Result, Expectation Gap for Biotech, Henlius' Wide Spread
​2024 NRDL results released, posing new challenges. Expectation gap for biotech in HK provides opportunities. Henlius' privatization progress is...
847 Views
Last Week in Event SPACE: Keisei Electric Railway, Vitasoy, NEC Network, ESR Group
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...
603 Views
Mostly) Asia-Pac M&A: SG Fleet, Shandong Hi-Speed New Energy, HPI, Capitol Health, Henlius, 7 & 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...
591 Views
Henlius (2696 HK): The Spread Should Narrow After NDRC Approval
Currently trading at an excessive gross/annualised spread of 21.5%/39.6%, assuming late-June payment. I'd get involved here. I'd pay up to HK$22.70...
627 Views