Pentamaster International (1665 HK): A Deal Break Will Be the Right Result for a Light Offer
The share price action suggests a deal break, which would be a fair result for a light offer. It is best to steer clear, as verifying whether a...
735 Views
Pentamaster International (1665 HK): Light Offer but Lack of Opposition Ahead of the Vote
The IFA analysis is biased. Disappointingly, little minority opposition to an arguably light offer suggests that the vote passes.
446 Views
Pentamaster International (1665 HK): Pentamaster Corp and AchiCapital’s Light Scheme Offer
The risk/reward is unattractive. An arguably light offer in which the Holdco is privatising its OpCo by arbitraging the valuation discrepancies...
571 Views
ASMPT (522 HK): Don’t Bet on a KKR Privatisation
ASMPT's offer period for the potential privatisation ends. Reuters reports that KKR backed out due to regulatory and geopolitical risks, such as...
886 Views
ASMPT (522 HK): PAG Potential Privatisation?
Bloomberg reported that PAG and other parties have expressed interest in taking ASMPT private. Peers and historical multiples imply a fair price...
867 Views