Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia
This Curator's Cut issue reviews El Niño's impact on soft commodities, Alibaba's $10.2bn placement and contested deals in Australia. Reach out if...
117 Views
OceanaGold (OGC CN) Claims Ausgold (AUC AU). Clean Deal
A straightforward gold merger. Trading tightish at a gross/annualised spread of 4.2%/11.7%, assuming late December completion. If you can take down...
131 Views
Ausgold (AUC AU): OceanaGold’s Scheme Offer While Fair, Could Attract a Competing Bid
Despite emerging retail opposition, the scheme vote is low-risk. Although the offer is reasonable, it is not a knockout bid, so another bidder...
123 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
195 Views
Asia-Pac Weekly Wrap: Haitong Unitrust, Xin Yuan Enterprise, Ingenia, Vault, Cleanaway, Baudroie
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
84 Views