One Year After Failed Merger, A Pyrrhic Victory for Sabana's Unitholders?
In Dec 2020, Sabana's unitholders voted down a proposed merger with ESR-REIT. A year on, we look into Sabana and discuss whether its unitholders...
482 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
403 Views
Last Week in Event SPACE: Mapletree Merger, China Mobile, LG Chem, China Logistics
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
Asia-Pac Weekly Risk Arb Summary: ARA LOGOS, Katakura Industries, China Logistics, Yorkey Optical
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
423 Views
ARA Logos (ALLT SP): Scheme Doc Out. Meeting On 27 Jan
There's a strong enough argument here for the deal to get up. It is, however, worth pointing out the recent voting for Soilbuild. Trading almost at...
542 Views