Last Week in Event SPACE: Evergrande, Spark Infra, Naspers/Prosus, Boral, China Conch Ventures
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
471 Views
Spark Infra (SKI AU): KKR & OTPPB's Tilts Falls Short
This appears a full offer for Spark, especially noting greater regulatory oversight on expected returns. KKR/OTTB have deep pockets. But I'm...
345 Views
Last Week in Event SPACE: Toshiba, Altaba, Sanyo. APA, HAECO, Avichina
Last Week in Event SPACE ... Games of chicken in Altaba Inc (AABA US)'s tender offer A rational event investor should buy Toshiba Corp (6502 JP),...
341 Views
APA Receives Attractive Takeover Proposal From CKI; We Lift Our FVE to AUD 9.50
Hong Kong-based CK Infrastructure Holdings Ltd (1038 HK), and its affiliated companies, are back on the hunt in Australia, lobbing an all-cash AUD...
211 Views
CKI's APA Proposal to Test Foreign Investment Mood
This morning, APA Group (APA AU)confirmed the receipt of an indicative, non-binding and conditional proposal from CK Asset Holdings (1113 HK) and...
322 Views