Last Week In Event SPACE: Mitsubishi Pencil, China Resources Power, CK Hutchison, Guoco
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...
222 Views
China Shengmu (1432): Conditional MGO To Launch At Month-End
Trading at a 9.4% gross spread. I don't have a strong conviction on the back-end. Buy here - either for the arb (if you like illiquid arbs), or...
271 Views
China Shengmu (1432 HK): SAMR Approval Finally Secured; Next Up, the 50% Min Acceptance Condition
The 50% minimum acceptance condition remains an issue, particularly given peers' significant re-rating. Nonetheless, the downside on a deal break...
310 Views
Merger Arb Mondays (04 May) - ENN, Skyworth, European Lithium, OOh!media, Atlas, Humm, Taiyo
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
317 Views
Merger Arb Mondays (27 Apr) - Makino, Skyworth, ENN, Changhong Jiahua, Qoria, Qube, Emmerson
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
284 Views