China Shengmu (1432): China Modern Dairy's Offer Is (Shortly) Unconditional
Trading at a 2.9% gross spread. This is done. If not already in for the arb, buy for the back-end as CSM takes control, IF you have a strong...
151 Views
China Shengmu (1432): China Modern Dairy Closes In On 50%
Trading at a 6.1% gross spread. This MGO will get up I'd be buying here - either for the arb (if you like illiquid arbs), or for the back-end on...
119 Views
China Shengmu (1432 HK): Fast-Tracking Towards Being Declared Unconditional
The offer is on track to be declared unconditional by the first closing date. At the last close and the 30 July payment, the gross/annualised...
169 Views
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
984 Views
China Shengmu (1432 HK): Touch and Go
CCASS movements show that 536,097,305 shares (6.40% of outstanding shares) have been tendered today, which exactly matches EQT’s shareholding (the...
149 Views