Weekly Deals Digest (13 Apr) - Suzuki, Canvest, Fengxiang, HKBN, Goldlion, Tsuruha/Welcia, Shibaura
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
488 Views
Last Week in Event SPACE: James Hardie/Azek, China's Maritime/Shipping Sectors, CK Hutch, HKBN
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...
670 Views
(Mostly) Asia-Pac M&A: Abacus Storage, Gold Road, Mayne Pharma, Canvest, ESR, Shibaura Electronics
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
683 Views
Abacus Storage (ASK AU): Kirsh/Public Storage Buck Market Volatility With NBIO
Trading at a gross/annuallised spread of 6.9%/10.9%, assuming late Nov completion. That's tight given the timing risk and terms not being firm.
468 Views
Abacus Storage King (ASK AU): Ki Corp/Public Storage’s NBIO at A$1.47
While below NTA (implying a P/NTA of 0.92x), the offer is reasonable compared to peer multiples and historical trading ranges. The Board should...
508 Views