Merger Arb Mondays (17 Nov) - Mandom, Paramount Bed, Maruwn, Paris Miki, Mayne, AUB, Genting
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
593 Views
Weekly Deals Digest (16 Nov) - Pacific Ind, Forum, Fujitec, Itochu Shokuhin, Maruwn, Star Micronics
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
523 Views
Last Week In Event SPACE: Toyota Industries, Zijin Mining, Genting Malaysia, Jardine Matheson
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...
626 Views
Asia-Pac M&A: AUB Group, China Shengmu Milk, Forum Engineering, Star Micronics, Paris Miki, Maruwn
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
440 Views
China Modern Dairy (1117 HK) To Acquire China Shengmu (1432 HK) - The Offer Price Is Not Attractive
The Offer Price of HK$0.35 is low. Reasonable range is HK$0.41-0.51/share after CSM's profitability returns to normal by 2026. Uncertainties arise...
375 Views