Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien, APM, Ansarada, Genex, Hollysys
This week, the highest gross spreads are HEC Pharma (121.3%), Hollysys (18.9%), Ansarada (11.6%), Asia Cement China (11.1%), GA Pack (10.4%),...
758 Views
Quiddity ASX Jun 24 Rebal: Regular Index Changes + One Potential Intra-Review Replacement
We see Judo Capital (JDO AU) as the potential ASX 200 intra-review replacement for CSR (CSR AU). Coda (CDA AU) is a close-second.
658 Views
(Mostly) Asia-Pac M&A: CPMC, Nagatanien, APM Services, Altium, Austal, Shinko Elect, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
700 Views
Merger Arb Mondays (03 Jun) - China TCM, Huafa, GA Pack, SciClone, CF Logistics, Great Eastern
This week, the highest gross spreads are HEC Pharma (110.1%), Hollysys (25.2%), CF Logistics (18.0%), Ansarada (12.1%), Malaysia Airports (10.7%),...
554 Views
(Mostly) Asia M&A, May 2024: Malaysia Airports, Alps Logistics, Nihon Housing, Great Eastern
For the month of May, 10 new deals were discussed on Smartkarma with an overall deal size of just ~US$7bn. The average premium for the new deals...
735 Views