Last Week In Event SPACE: Kakaku, Northern Star Resources, BASE Inc, Reliance Worldwide, Cloudbreak
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...
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FleetPartners (FPR AU): Approaching the Endgame with Materially Higher Revised Offers
One of the Japanese strategics will win, as FleetPartners is a relatively small, strategically adjacent bolt-on. A final binding offer around...
116 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
165 Views
FleetPartners (FPR AU): A Three-Way to Potentially Four-Way Tussle
The AFR reports that Element has pulled out of the auction. Element’s decision was not aided by a 14% decline in its share price since it announced...
160 Views
S&P 500 and MSCI ACWI Breaking Out; Upgrading MSCI ACWI to Bullish; Buys in Services, Financials
$SPX and MSCI $ACWI Breaking Out; Upgrading Outlook on ACWI and SPX to Bullish as of last Fridays close above 5783; Buys in Services, Financials;...
688 Views