Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
681 Views
Dongfeng (489 HK): Revisiting VOYAH's Spin-Off Valuation
There's been a lot of enthusiasm for HK spin-offs of late, such as Zijin Mining and MINISO. I'm not convinced Dongfeng Motor deserves similar...
827 Views
Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99, Ashimori, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
781 Views
Asia-Pac M&A [Sept 2026 Wrap]: Northern Star, Kadoya Sesame, Ingenia, Leopalace21, IDP, Sharingtech
For the month of Sept, 11 new deals were discussed on Smartkarma, with an overall deal size of ~US$26bn. The average premium for the new deals...
116 Views
CX Daily: The Unfinished Transformation of China’s LGFVs
TOP STORIES Debt / In Depth: The Unfinished Transformation of China’s LGFVs Local government financing vehicles (LGFVs) in China are trying to...
1.6k Views