Merger Arb Mondays (19 May) - Seven & I, Nissin, Welcia/Tsuruha, Mayne, ESR, OneConnect, Frasers
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
724 Views
Last Week in Event SPACE: Tsuruha/Welcia Merger, Mayne Pharma, Canvst, Insignia Financial
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...
603 Views
(Mostly) Asia-Pac M&A: Webjet, Nippon Road, Nissin Corp, Sumi Mitsui Construction, ESR, Oneconnect
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
497 Views
Webjet (WJL AU) In Play: BGH/Weiss' NBIO And Helloworld's Substantial Stake
Trading 12.5% through terms; and ~58% above the undisturbed price. BGH/Weiss have the clout to bid higher. But unless your bent is illiquid, non...
405 Views
PointsBet (PBH AU)/Betr (BBT AU): Mutual Due Diligence Proposed
I still believe, as Betr's Offer is propped up by equity and debt, it will be less nimble than Mixi in a straight shoot out. Trading at A$1.09...
753 Views