Merger Arb Mondays (20 Jan) - Canvest, Henlius, Lifestyle China, Vesync, JAMCO, Insignia, AVJennings
This week, the highest gross spreads are Henlius (29.3%), Smart Share (16.8%), Lifestyle China (16.7%), Seven & I (15.4%), Get Nice (13.3%), ESR...
467 Views
Last Week In Event SPACE: Shanghai Henlius, Malaysia Airports, Kokusai Electric, Smart Share
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...
516 Views
(Mostly) Asia-Pac M&A: Jamco, AVJennings, Insignia Financial, Advanced Info Service/Thaicom
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
465 Views
Henlius (2696 HK): Musings on the Deal Break Price
In the absence of a last-ditch effort by Fosun Pharma to rescue the deal, the key question is the potential deal break price. I use four methods to...
686 Views
Henlius (2696 HK): Hurtling Towards a Likely Deal Break
LVC’s trading behaviour suggests that it is likely to block the vote. Fosun Pharma has two potential options to secure LVC’s backing. Both have...
622 Views