AKM (1639 HK): Timeline Clarified As Pre-Conditions Nearly Fulfilled
At HK$1.77/share as I type, AKM is currently trading at a gross/annualised spread of 2.8%/8.1% - excluding any dividends - and 3.6%/10.6% with the...
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(Mostly) Asia M&A: February 2022 Roundup
For the month of February, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$16bn. The average premium for the...
175 Views
Last Week in Event SPACE: CIMIC, SK Square, AGL Energy, Mapletree, Z Energy, VW/Porsche
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
346 Views
Asia-Pac Weekly Risk Arb Summary: CIMIC, AGL, Razer, Z Energy, G J Steel, Mapletree North Asia
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
254 Views
What Now For BEA After Elliott Walks?
This buyback removes a significant long-term overhang. At the current price, BEA is simply inexpensive. I'd be picking up shares around these levels.
345 Views