Merger Arb Mondays (03 Jun) - China TCM, Huafa, GA Pack, SciClone, CF Logistics, Great Eastern
This week, the highest gross spreads are HEC Pharma (110.1%), Hollysys (25.2%), CF Logistics (18.0%), Ansarada (12.1%), Malaysia Airports (10.7%),...
428 Views
(Mostly) Asia M&A, May 2024: Malaysia Airports, Alps Logistics, Nihon Housing, Great Eastern
For the month of May, 10 new deals were discussed on Smartkarma with an overall deal size of just ~US$7bn. The average premium for the new deals...
524 Views
Downgrading Manufacturing (XLI) To Market Weight; Shift to Overweight Growth; 5250-5263 SPX Holding
Downgrading Manufacturing $XLI to Market Weight; Shift to Overweight Growth $IWF; Three May $SPX Upside Gaps Unfilled = Bullish; Expect supports at...
359 Views
Merger Arb Mondays (27 May) - L'Occitane, SciClone, GA Pack, KFC Japan, CF Logistics, Best World
This week, the highest gross spreads are HEC Pharma (107.6%), Hollysys (19.3%), Ansarada (13.1%), Malaysia Airports (9.6%), China TCM (8.7%),...
455 Views
Last Week in Event SPACE: Mitsui Matsushima, L'Occitane, Prosus/Tencent, EOFlow
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
515 Views