Merger Arb Mondays (28 Nov) - Yashili, Perpetual/Pendal, Nitro, Warrego, Chip Eng Seng
This week, the highest gross spreads are VNET (67.7%), Alliance Aviation (56.8%), Genex Power (42.9%), Golden Energy (33.5%), Perpetual (31.2%),...
513 Views
Merger Arb Mondays (21 Nov) - Halcyon, Lifestyle, OZ Minerals, Perpetual/Pendal, Nearmap, Nitro
This week, the highest gross spreads are VNET (61.4%), Alliance Aviation (49.4%), Genex (42.9%), Golden Energy (29.4%), 111 (28.4%), Perpetual...
586 Views
Merger Arb Mondays (14 Nov) - Golden Energy, Perpetual/Pendal, Origin Energy, Warrego, Uzabase
This week, the highest gross spreads are Pendal (57.5%), Alliance Aviation (54.2%), Genex (47.1%), VNET (46.2%), 111 (28.0%), Golden Energy...
578 Views
Merger Arb Mondays (07 Nov) - Yashili, Fengxiang, Kingston, Pendal, Perpetual, ReadyTech, Nitro
This week, the highest gross spreads are Alliance Aviation (53.2%), VNET (43.1%), 111 (30.7%), Pendal (29.9%), Genex (25.0%), O2Micro (19.0%),...
385 Views
China Consumer – Lacklustre 4Q22E Outlook Despite Any Short-Lived Rally; Top Buy CRB/ Proya/ CTGDF
3Q wrapped up with 2 beats, 2 in-lines and 2 misses. We revised our 2022E earnings forecasts by -1 to -23%, and that put us roughly 5-25% below...
227 Views