Kunlun Energy (135 HK): Rock Solid as Usual
Kunlun's core profit growth is decent and, more importantly, demonstrated the resilience of dollar margin. New project flow is encouraging and we...
532 Views
Spindex Inds (SPE SP): 18th Dec Vote On MBO
Clean deal. Trading at 1.4%/7.7% gross/annualised. If small, illiquid arbs are your thing, and not in, it may be worth a punt. Otherwise look...
260 Views
Merger Arb Mondays (21 Apr) - ENN Energy, Canvest, OneConnect, Makino, Shibaura, Welcia, Topcon
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1.1k Views
ENN Energy (2688 HK): This Is An Avoid
The Offer pivots on where the newly-listed H-shares trade. The IFA's assessment on the theoretical value of these H-shares is unrealistic.
526 Views
Merger Arb Mondays (31 Mar) - ENN Energy, ESR, Vesync, Seven & I, Topcon, Sinarmas Land, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
938 Views