Merger Arb Mondays (06 Oct) - Kangji, Soft99, I-Net, Daiseki, Mandom, Changhong, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
642 Views
Dongfeng Motor (489 HK): VOYAH Listing Docs Underscore the Upside
The VOYAH application proof, filed on 2 October, points to strong fundamentals and suggests that the appraised value of VOYAH and the offer are...
913 Views
(Mostly) Asia-Pac M&A: Soft99, Seven West Media, ReNew Energy Global, Spindex Industries
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
513 Views
(Mostly) Asia M&A, Sep 2025 Wrap: ReNew Energy Global, Digital Hold., Mandom, Paramount Bed, Spindex
For the month of Sept, 7 new deals were discussed on Smartkarma with an overall deal size of just ~US$2bn. The average premium for the new deals...
523 Views
Spindex Industries (SPE SP)'s Clean MBO
Super clean deal. If super illiquid arbs are your bag, get involved at S$1.37/share or better, assuming a four month off-ramp.
423 Views