Last Week in Event SPACE: Shin Kong/Taishin Financial, Jardine Matheson, Toyota Motors, Huafa Props
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
563 Views
(Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko Electric, Arvida
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
604 Views
Henlius (2696 HK): Was There Any Doubt?
The scrip option is here. Currently trading at a gross/annualised spread of 7.4%/16.2%, assuming mid-February payment. I'd get involved here. I'd...
641 Views
Shanghai Henlius Biotech (2696.HK) - Privatization Has Taken a Positive Step Forward
Share Alternative is necessary to improve success rate of privatization, but there're risk behind. As undervaluation of Henlius is difficult to...
770 Views
Merger Arb Mondays (26 Aug) - China TCM, Henlius, Canvest, GA Pack, Huafa, Tohokushinsha
This week, the highest gross spreads are HEC Pharma (109.7%), China TCM (12.7%), Canvest (11.9%), Malaysia Airports (7.8%), Capitol (7.4%), Henlius...
465 Views