Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
643 Views
Smartpay (SPY NZ/SMP AU): Shift4’s Binding Proposal at NZ$1.20
Microequities has provided an irrevocable, and the other substantial shareholders should be supportive as the offer is attractive.
423 Views
Last Week in Event SPACE: Denso/Toyota, Korea Zinc, Exedy, Good Drinks, Shinsegae
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...
601 Views
(Mostly) Asia-Pac M&A: Beijing Capital Grand, Elematec, Nec Networks, Hotel Property Invest, Canvest
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
659 Views
Merger Arb Mondays (28 Oct) - Henlius, Canvest, CPMC, Seven & I, Shinko, Capitol, Auswide
This week, the highest gross spreads are Seven & I (22.3%), Henlius (13.9%), Canvest (11.1%), GA Pack (10.9%), Shinko Electric (9.9%), Haitong...
631 Views