Curator's Cut: Asia Gets Fit, Thailand Bucks the Asia Sell-Off & Mobility-Tech Consolidates
In this cut, we track the fitness wave across Asia, why Thailand is the one Asian market foreign investors are buying, and the wave of...
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Dida (2559 HK): Synthetic Expert Call Transcript (16 Aug 2026)
The Tongcheng-Dida transaction is a rescue merger of necessity rather than a pure growth play. Standalone, Dida was in a terminal operational...
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Primer: Dida (2559 HK) - Aug 2026
Impending Acquisition by Tongcheng Travel: Dida's near-term future is defined by a voluntary conditional cash offer from Tongcheng Travel (780...
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Dida (2559 HK): Tongcheng (780 HK)'s Offer Now Open For Tendering
This is done, and rightfully trading tight. If not in, look elsewhere. Only look to enter if there is a downward blip in the following days.
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Merger Arb Mondays (13 Jul) - Dida, Shengmu, Kakaku, Shinko Shoji, Steadfast, Vault, Accent, Cygnus
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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