Weekly Deals Digest (08 Jun) - Toyota Industries, Makino, Fuji Corp, Tam Jai, PointsBet, Mayne
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
659 Views
Last Week in Event SPACE: Toyota Indust. Great Eastern, Mayne Pharma, Shibaura Elect., New World
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...
830 Views
(Mostly) Asia-Pac M&A: Soul Patts/ Brickworks, Spartan Resources, PointsBet, ESR Group, Tam Jai
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
622 Views
Accounting for Soul Patts/Brickworks' Feedback Loop
The trade is to short SOL, buy BKW. I see the current spread at 0.90%. Super tight. BKW is not particularly illiquid. Look to take down borrow in SOL.
495 Views
Brickworks (BKW AU)/Soul Patts (SOL AU): An Attractive Merger to Unwind the Cross-Shareholding
The scheme vote is low risk as both Brickworks and Soul Patts shareholders will support the merger, which provides an elegant solution to unwind...
513 Views