Merger Arb Mondays (14 Oct) - Haitong/GJTA, GA Pack, Henlius, Canvest, Seven & I, Arcadium Lithium
This week, the highest gross spreads are Seven & I (18.3%), Henlius (8.1%), Canvest (7.5%), Haitong Securities (7.2%), Shinko Electric (7.2%), GA...
846 Views
Last Week in Event SPACE: Guotai/Haitong, Shin Kong, China Conch Ventures, First Pac, Zhejiang E'way
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...
792 Views
(Mostly) Asia-Pac M&A: Rio/Arcadium, Seven & I, Pacific Smiles, China TCM, Korea Zinc
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
782 Views
What does Rio’s brine bet mean for spod?
Rio Tinto agrees to acquire Arcadium for $6.7 billion in a cash deal, with a focus on long-term value and securing a position in the cost curve.
1.1k Views
Rio Tinto/Arcadium: More Brine To Compliment Rocks
This looks done.Trading at a 6.1%/8.6% gross/annualised return using mid 2025 completion. That's okay. Not super attractive. Additionally, run a...
657 Views