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
Merger Arb Mondays (07 Sep) - Skyworth, Z Fin, OFX, Cleanaway, EQT, European Lit, BetMakers, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
199 Views