Shanghai Henlius Biotech Privatization (2696.HK) - The Offer Price Is Disappointing
The ​Cancellation Price is 50% lower than Henlius's IPO price, causing losses for long-term players. Remaining public will provide good returns....
700 Views
Henlius Biotech (2696 HK): Fosun Pharma's "Fair" Offer
I'd be buying Henlius up to around $23.30 or a gross/annualised spread of 5%/15%, assuming early mid-November completion.
500 Views
Merger Arb Mondays (24 Jun) - Malaysia Airports, GA Pack, Infocom, Mimasu, Tatsuta, Capitol, MMA
This week, the highest gross spreads are HEC Pharma (130.3%), Hollysys (22.8%), Asia Cement China (14.2%), A8 New Media (12.5%), Malaysia Airports...
433 Views
(Mostly) Asia-Pac M&A: Infocom, Capitol Health, MMA Offshore, Mimasu, Tatsuta Elect., Great Eastern
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
703 Views
Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack, CPMC, Malaysia Airports, Bapcor
This week, the highest gross spreads are HEC Pharma (127.1%), Hollysys (26.1%), Fancl (17.8%), Asia Cement China (13.4%), Ansarada (11.1%),...
462 Views