Fosun Tourism (1992 HK)'s Scheme Buyback Vote On The 4th March
This is a clean deal. Assuming payment early April, I'd pay up to HK$7.67/share for a gross/annualised return of 2%/15%.
494 Views
Merger Arb Mondays (10 Feb) - Shibaura, Makino, Fuji Soft, Tecnos, Tohto Suisan, Proto, Pentamaster
This week, the highest gross spreads are Lifestyle China (16.7%), Seven & I (15.4%), Dada Nexus (9.3%), Smart Share (7.8%), ESR (7.8%), Get Nice...
591 Views
Last Week in Event SPACE: Kyocera, WH Group/Smithfield, CNBM, Japan Eyewear, Core Concept Tech
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...
1.1k Views
(Mostly) Asia-Pac M&A: Shibaura, Tecnos, Insignia Fin., Fosun Tourism, Fuji Soft, Shin Kong/Taishin
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
686 Views
Pentamaster (1665 HK): 28th Feb Vote On Parent's Offer
This looks done. If small illiquid arbs are your bent, I'd pay up to HK$0.98/share for a gross/annualised return of 1.9%/15%. Currently trading at...
578 Views