Asia-Pac Weekly Wrap: Kakaku.com, OFX, Get Nice, Z Fin, Gabia Inc, China Shengmu, Ajinomoto
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Last Week In Event SPACE: Mitsui Matsushima, Prosus/Tencent/Naspers, Legend/Lenovo
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...
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KMD Brands Carrying More Debt on the Recovery Path
KMD Brands (KMD) provided a mixed FY26 update. The key disappointment for us was the higher-than-expected net debt position, which requires...
118 Views
Get Nice (64 HK): Hung's (Expected) Low-Balled Offer. It Is What It Is
It would be refreshing to see disruptor(s) build a blocking stake and force a bump. Probably wishful thinking, as Hung takes advantage of GNH's...
184 Views
Merger Arb Mondays (20 Jul) - Kakaku, Shinko Shoji, Get Nice, Shengmu, Skyworth, Steadfast, Vault
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
147 Views