Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in the week ahead.Risk arbitrage trades we have our eyes on are:<ul><li><a href="https://www.smartkarma.com/entities/687" target="_blank" data-smartkarma-citation="entities:687:1">Vitaco Holdings Ltd (VIT AU)</a> / <a href="https://www.smartkarma.com/entities/228" target="_blank" data-smartkarma-citation="entities:228:1">Shanghai Pharmaceuticals H (2607 HK)</a> and Primavera Capital</li><li><a href="https://www.smartkarma.com/entities/7053" target="_blank">Inotera Memories Inc (3474 TT)</a> / <a href="https://www.smartkarma.com/entities/13382" target="_blank">Micron Technology Inc (MU US)</a></li><li><a href="https://www.smartkarma.com/entities/17002" target="_blank" data-smartkarma-citation="entities:17002:1">Hermes Microvision Inc (3658 TT)</a> / <a href="https://www.smartkarma.com/entities/21097" target="_blank" data-smartkarma-citation="entities:21097:1">ASML Holding NV (ASML NA)</a></li><li><a href="https://www.smartkarma.com/entities/18776" target="_blank">BigAir Group Ltd (BGL AU)</a> / <a href="https://www.smartkarma.com/entities/23604" target="_blank">Superloop Ltd (SLC AU)</a></li><li><a href="https://www.smartkarma.com/entities/9877" target="_blank">China Minzhong Food (MINZ SP)</a> / Marvellous Glory (Anthoni Salim's SPV)</li></ul>Have a great weekend!

We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in the week ahead.Risk arbitrage trades we have our eyes on are:Vitaco Holdings Ltd (VIT AU) / Shanghai Pharmaceuticals H (2607 HK) and Primavera CapitalInotera Memories Inc (3474 TT) / Micron Technology Inc (MU US)Hermes Microvision Inc (3658 TT) / ASML Holding NV (ASML NA)BigAir Group Ltd (BGL AU) / Superloop Ltd (SLC AU)China Minzhong Food (MINZ SP) / Marvellous Glory (Anthoni Salim's SPV)Have a great weekend!

Smartkarma - Special Situations Weekly Update (19 Sep 2016)

Value Investor, Frontier Asia Capital

Winston Chu

Value Investor

Frontier Asia Capital

Now that <a href="https://www.smartkarma.com/insights/qihu-free-money" target="_blank">Qihoo</a> has closed, I've been looking for another  merger arbitrage play to re-deploy the cash. Bracell is a small-cap stock that has caught my attention.  The company manufactures dissolving wood pulp (DWP) which has various applications including uses in eyeglass frames, tire cords, pharmaceutical tablets and cigarette filters among others.  If your first reaction is that this is a highly competitive market and a commodity business, you would be exactly right.  The industry is mature…

Now that Qihoo has closed, I've been looking for another  merger arbitrage play to re-deploy the cash. Bracell is a small-cap stock that has caught my attention.  The company manufactures dissolving wood pulp (DWP) which has various applications including uses in eyeglass frames, tire cords, pharmaceutical tablets and cigarette filters among others.  If your first reaction is that this is a highly competitive market and a commodity business, you would be exactly right.  The industry is mature…

Hong Kong

Bracell Limited is a specialty cellulose company, producing specialty-grade dissolving wood pulp and rayon-grade dissolving wood pulp. The Company's dissolving wood pulp is produced from sustainable wood plantations in Brazil and is used in a range of everyday items from textiles, baby wipes and eyeglass frames, to soft ice-cream, sausage casings and pharmaceuticals.

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Bracell Ltd (1768 HK)

Smartkarma - Special Situations Weekly Update (19 Sep 2016)

We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...

Crispin Francis

Bracell - Undervalued Merger Arbitrage

Now that Qihoo has closed, I've been looking for another merger arbitrage play to re-deploy the cash. Bracell is a small-cap stock that has caught...

Winston Chu

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