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
Merger Arb Mondays (13 Jul) - Dida, Shengmu, Kakaku, Shinko Shoji, Steadfast, Vault, Accent, Cygnus
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
140 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
Screening the Silk Road: Q3 2021 High-Risk Names to Avoid
Screening the Silk Road Q3 2021: Asia Pac High-risk names to avoid screening is out now. Eight new names, despite being down 23%, SoftBank remains...
382 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