Merger Arb Mondays (18 Nov) - Henlius, GAPack, Xingda, Seven & I, Fuji Soft, NEC Networks, Macromill
This week, the highest gross spreads are Renewable Japan (80.3%), Henlius (22.1%), Macromill (18.4%), Seven & I (14.8%), Canvest (14.0%), GA Pack...
484 Views
Last Week in Event SPACE: Seven & I, PA Gooddoctor, Nec Networks, Genscript/Legend, ASM PT, Hanwha
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
708 Views
(Mostly) Asia-Pac M&A: Agro Kanesho, Nishimoto, Chita Kogyo, Macromill, Silk Logistics, Avarga, MAHB
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
630 Views
StubWorld: Hanwha Corp; Genscript Biotech/Legend Biotech
Hanwha Corp appears attractive here. The pushback is that HC is thinly traded. And Genscript’s deconsolidation has minimal impact on financials...
387 Views
The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
451 Views