Last Week In Event SPACE: EOFlow, Fast Retailing, JMDC, Origin Energy
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
748 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newcrest Mining, Haitong Int'l, Liontown, NWS, IMAX China
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
672 Views
Sun Hung Kai (16 HK): The Kwoks Step In To Stem The Tide
I can't think of a compelling reason to get exposure in SHKP here. I can think of a number of compelling reasons not to.
692 Views
Lifestyle (1212 HK): Timing Is Everything As Shareholders Go To Vote on 21 Nov
Expect Lifestyle to trade wide-ish to terms given the vote risk. But on balance, I think Yau has got the timing just right.
376 Views
Kingston Financial (1031 HK): Chu's Scheme At HK$0.30/Share
There's is probably enough here for the deal to get up. Kingston is essentially Chu's play thing for margin financing. Shares are illiquid. Bid up...
305 Views