(Mostly) Asia-Pac M&A: Shibaura, ANE, Emeco, SmartPay, Humm, Jinke Smart Service, Soft99, Ci Medical
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
2.1k Views
Chery Automobile IPO (9973 HK): Valuation Insights
Chery Auto has launched an HKEx IPO to raise up to US$1.2 billion. In this note, I present my forecasts and valuation. My analysis suggests that...
1.1k Views
Chery Auto IPO - Probably Around Fair Value, Cash and Peer Momentum Might Save the Day
Chery Automobile is looking to raise about US$1.2bn in its upcoming Hong Kong IPO. In this note, we talk about valuations.
685 Views
Merger Arb Mondays (15 Sep) - Santos, Soft99, Technopro, Mandom, Shengjing Bank, Dongfeng Motor
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
Overview #34 – China Rocks On: Bull Market Rules
A review of recent events/data impacting our investment themes and outlook. We look at some new additions in Chinese tech as the bull market broadens
1k Views