Golden Energy (GER SP): Revised Offer Is Still Not Good Enough
The revised offer remains light but has not been declared final. The key issue remains that the revised offer does not reflect the fair value of...
529 Views
Weekly Deals Digest (05 Mar) - Japan Post Bank, SBI Sumishin, HKBN, Yashili, GK Goh, Golden Energy
Last week, notable developments occurred in Event-Driven (Nitro, Norwest, OZ, Pushpay, HKBN, Yashili, GK Goh, Golden Energy, SHL-Japan) and ECM...
437 Views
Golden Energy (GER SP): The Disconnect Between the Offer and Underlying Assets
A bump is warranted due to four factors - an unattractive distribution cash alternative, a decline in GEMS shares, an unfavourable FX trend and an...
596 Views
Merger Arb Mondays (27 Feb) - Jiangnan, Origin Energy, Pushpay, Nitro, Norwest, Halcyon, Boustead
This week, the highest gross spreads are VNET (98.5%), Alliance Aviation (36.1%), 111 (30.7%), Golden Energy (13.0%), Origin Energy (10.1%), Toyo...
449 Views
Merger Arb Mondays (20 Feb) - AAG Energy, Yashili, Toyo, Nitro, Origin Energy, Newcrest, O2Micro
This week, the highest gross spreads are VNET (81.0%), Alliance Aviation (36.5%), Origin (28.6%), 111 (22.4%), Golden Energy (19.3%), Genesis...
556 Views