Yashili/Mengniu: Are We There Yet?
The Dumex China sale should be straightforward, but appears to be held up by bureaucratic red tape. However, there is every indication the sale is,...
785 Views
Yashili (1230 HK): Monthly Update Suggests that Pre-Condition Satisfaction in the Final Leg
The wording of the update suggests that the pre-condition should be satisfied soon. The downside is low as both Danone and Mengniu can waive...
590 Views
Merger Arb Mondays (12 Dec) - Nitro, Tyro, Bigtincan, Warrego, Genex, Elmo, Golden Energy
This week, the highest gross spreads are VNET (58.6%), Alliance Aviation (54.7%), Genex (47.1%), Bigtincan (41.6%), Golden Energy (27.2%), Origin...
1.7k Views
HSCEI Index Rebalance Preview: Shenhua Energy (1088) Could Replace China Feihe (6186)
China Shenhua could replace China Feihe in March. Short interest has been dropping on both stocks and passives need to trade 1-2x ADV on the...
783 Views
Merger Arb Mondays (05 Dec) - Origin Energy, OZ Minerals, Genex, Bigtincan, Pendal, Golden Energy
This week, the highest gross spreads are VNET (65.0%), Alliance Aviation (55.7%), Genex (47.1%), Golden Energy (31.5%), 111 (27.1%), Origin Energy...
1.7k Views