Weekly Deals Digest (21 Jun) - Accent, Atlas, OOh!Media, Qube, Skyworth, Lingyi, SG Micro, Circuit
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
128 Views
Accent (AX1 AU): Frasers’ Takeover Offer Needs a Rethink
Frasers will need to bump its offer to exceed the 26% threshold, as the current offer is light. Notably, the offer has not been declared best and...
144 Views
Accent Group (AX1 AU): Frasers' On-Market Offer Is Less Opportunistic Than At First Glance
Frasers concerns with management, and their ability to execute initiatives, appears well founded. Trading 9.2% thru terms. Frasers needs to bump....
177 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Asia-Pac Weekly Wrap: Haitong Unitrust, Xin Yuan Enterprise, Ingenia, Vault, Cleanaway, Baudroie
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
84 Views