Merger Arb Mondays (29 Jun) - Con Aero, Skyworth, Changhong Jiahua, Shinko Shoji, Nippon Dry, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
Weekly Deals Digest (14 Jun) - Con Aero, ENN, Nippon Dry Chem, Nippon Sheet, OOh!Media, Steadfast
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
118 Views
Con Aero Tech (232 HK): Q&A With The Other FA
Buy here or below, assuming the low-end divi in Oct/Nov. I'd also factor in the divi from the property sale (shortly after the SPA divi likely),...
196 Views
Con Aero Tech (232 HK) Should (Almost) Double At The Bell
This entire construct appears clean. The share price will pop bigly at the bell. Just a question of timing on the payout. Buy up to ~HK$0.40...
247 Views
Asia-Pac M&A [Sept 2026 Wrap]: Northern Star, Kadoya Sesame, Ingenia, Leopalace21, IDP, Sharingtech
For the month of Sept, 11 new deals were discussed on Smartkarma, with an overall deal size of ~US$26bn. The average premium for the new deals...
116 Views