Razer’s Offer Risk/Reward Ahead of the 26 April Scheme Meeting
The amended Cayman Islands Act is yet to become law increasing the odds that the headcount test remains. We are hesitant to be long this trade into...
639 Views
Caymans To Decapitate The Headcount
This is a positive development. Avoiding another Glorious Property fiasco - or even the more dodgy share splitting seen in the PCCW Ltd (8 HK)...
693 Views
Razer Inc (1337 HK): Pre-Conditions Done
The key concern is that retail investors who bought at the IPO, will disrupt the headcount vote. I'd buy here, and buy up to $2.70/share or 4.4%...
549 Views
Razer Inc (1337 HK): SAMR Done. Now For The Vote
I think this has been oversold. Your downside to the undisturbed price is 17% versus 29% upside. I'd buy here, and buy up to ~$2.60/share or 8.5%...
714 Views
Razer's Offer Spread Risk/Reward
The gross spread to the HK$2.82 per share offer has retouched the high of 23%. In the event of a failed deal, the strong fundamentals provide solid...
567 Views