Pentamaster (1665 HK): Pricing WAS Fair As Offer Comfortably Gets Up
58.2% of disinterested shareholders opted to vote. Just 0.5% of those shareholders present voted against the Scheme; or just 0.29% of total...
340 Views
Merger Arb Mondays (03 Mar) - Seven & I, Makino, Aeon Delight, Tonami, Tam Jai, Vesync, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
693 Views
(Mostly) Asia M&A, Feb 2025 Wrap: Domain, Proto, Shibaura, Paragon REIT, Mayne Pharma, PointsBet
For the month of February, 14 new deals were discussed on Smartkarma with an overall deal size of ~US$5bn. The average premium for the new deals...
466 Views
Sun Art Retail (6808 HK): BABA Takes Massive Hit After Inking SPA @ HK$1.38
The SPA completed on the 27th Feb, triggering the MGO. Composite Doc to be dispatched on or before the 6th Mar. Under the terms of the SPA, an...
1.4k Views
Pentamaster (1665 HK) Breaks Ahead Of Vote. Yet Pricing IS Fair
I was wrong on Henlius when the market started to turn. Here there's an absence of news; that's not a great situation. I'd trim, to exit my...
599 Views