A/H Premium Tracker (To 11 Apr 2025): Sharp AH Premia Widening
Significant widening this week, even after a big rebound by Hs on Friday. Some of this may reverse next week, but I think the trade is still to see...
514 Views
Weekly Deals Digest (13 Apr) - Suzuki, Canvest, Fengxiang, HKBN, Goldlion, Tsuruha/Welcia, Shibaura
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
437 Views
Last Week in Event SPACE: James Hardie/Azek, China's Maritime/Shipping Sectors, CK Hutch, HKBN
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...
615 Views
(Mostly) Asia-Pac M&A: Abacus Storage, Gold Road, Mayne Pharma, Canvest, ESR, Shibaura Electronics
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
621 Views
HKBN (1310 HK): TPG Cashes In Early
This voluntary Offer has no shortage of intriguing developments. Last month, MBK mysteriously converted its VLNs. Now TPG has entered into an SPA...
567 Views