Asia-Pac M&A [June 2026 Wrap]: Steadfast, Con Aero Tech, Accent, Cygnus, Ajinomoto Malaysia
The average premium for the new transactions announced (or first discussed) in June was ~38.5%, and a year-to-date average of 47%.
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Get Nice (64 HK): Expect A Founder's Scheme
My best guess (blue sky) is a 40% discount to book - or ~HK6/share Offer. Optically this could be done at HK$4.50 or 32% premium to undisturbed;...
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Merger Arb Mondays (29 Jun) - Con Aero, Skyworth, Changhong Jiahua, Shinko Shoji, Nippon Dry, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Last Week In Event SPACE: Sino American, SK Hynix, CR Power, Air Water Inc
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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ASX Short Interest Weekly (Jun 19th): Aristocrat Leisure, Brambles, CSL, Regis Resources, Cochlear
We analyzed ASX short interest report for the past week and highlight short interest changes in Aristocrat Leisure, Brambles, CSL, Regis Resources,...
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