NZME Limited (NZM NZ/AU): In Need Of A Good Story
Print media is a tough gig. Especially daily print media. NZME is not exactly trading "cheap" to peers. Unless someone was to step up with an...
444 Views
Australian Clinical Labs (ACL AU) / Healius (HLS AU): Round 2?
After heady days during Covid, demand has tapered, but higher operating costs remain. Consolidation makes sense. Healius is trading below it pre...
531 Views
Get Nice Financial (1469 HK)'s Scheme Vote On The 7th March
As of the 14th Feb, GNH is no longer shortable. Avoid the arb trade. A more interesting bet is GNH, at a 74% discount to NAV and 0.21x P/B. That...
587 Views
Merger Arb Mondays (10 Feb) - Shibaura, Makino, Fuji Soft, Tecnos, Tohto Suisan, Proto, Pentamaster
This week, the highest gross spreads are Lifestyle China (16.7%), Seven & I (15.4%), Dada Nexus (9.3%), Smart Share (7.8%), ESR (7.8%), Get Nice...
591 Views
(Mostly) Asia-Pac M&A: Shibaura, Tecnos, Insignia Fin., Fosun Tourism, Fuji Soft, Shin Kong/Taishin
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
686 Views