Merger Arb Mondays (20 Jul) - Kakaku, Shinko Shoji, Get Nice, Shengmu, Skyworth, Steadfast, Vault
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
147 Views
Weekly Deals Digest (12 Jul) - Archion, Kakaku, Dentsu, Shengmu, Dida, Accent, Steadfast, Vault
A weekly summary of key developments in ECM and Event-Driven names tracked by us in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
127 Views
Merger Arb Mondays (06 Jul) - Kakaku, Taiyo, Shinko Shoji, Arclands, Qoria, Steadfast, Dida
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
189 Views
GO (581A JP) IPO: The Investment Case
GO is Japan’s leading ride-hailing platform. It is seeking to raise up to JPY86.7 billion (US$549 million). In this note, I discuss the investment...
200 Views
CaoCao IPO (2643 HK): Valuation Insights
In this note, I present my forecasts and discuss valuation. My analysis suggests that CaoCao is at best fairly valued at the offer price....
564 Views