Merger Arb Mondays (28 Oct) - Henlius, Canvest, CPMC, Seven & I, Shinko, Capitol, Auswide
This week, the highest gross spreads are Seven & I (22.3%), Henlius (13.9%), Canvest (11.1%), GA Pack (10.9%), Shinko Electric (9.9%), Haitong...
631 Views
(Mostly) Asia-Pac M&A: CEMEX, Fuji Soft, Shinko Electric, CPMC, MPHB Capital, Dyna Mac
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
713 Views
Xingda (1899 HK)'s Offer Now Open. IFA Say Not Fair
Trading a tick below terms. If small illiquid arbs are your thing, I'd might be picking up shares here. This could morph into a competitive bidding...
604 Views
Conch Venture (586 HK): Interesting Angles, yet Undervalued
Conch Venture is undervalued at a 59% NAV discount, with a valuable holding in Anhui Conch Cement and promising new energy segments. It also...
715 Views
Merger Arb Mondays (21 Oct) - Seven & I, Fuji Soft, Henlius, Canvest, GA Pack, Dyna-Mac
This week, the highest gross spreads are Seven & I (22.9%), Henlius (9.6%), Shinko Electric (8.2%, Canvest (7.0%), Arcadium Lithium (5.8%),...
675 Views