Last Week in Event SPACE: Keisei Electric Railway, Vitasoy, NEC Network, ESR Group
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...
598 Views
Mostly) Asia-Pac M&A: SG Fleet, Shandong Hi-Speed New Energy, HPI, Capitol Health, Henlius, 7 & I
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
588 Views
ESR (1821 HK): Sell First, Ask Questions Later
According to Reuters, “a consortium including Starwood Capital Group and Warburg Pincus aims to finalise a deal to take ESR Group private in the...
983 Views
Henlius (2696 HK): The Spread Should Narrow After NDRC Approval
Currently trading at an excessive gross/annualised spread of 21.5%/39.6%, assuming late-June payment. I'd get involved here. I'd pay up to HK$22.70...
618 Views
Merger Arb Mondays (25 Nov) - Seven & I, Fuji Soft, ID&EH, Arcadium, Henlius, Canvest, GAPack
This week, the highest gross spreads are Henlius (21.5%), Canvest (13.7%), Get Nice Financial (13.3%), Shinko Electric (12.7%), Arcadium Lithium...
516 Views