HK Merger Arb: Opportunities Amidst the Market Selloff
The market sell-off has created opportunities. We assess the widening spreads of HK's merger arb situations based on offer structure,...
806 Views
Merger Arb Mondays (07 Apr) - Seven & I, Makino, HKBN, OneConnect, Dada, Insignia, Domain, Dropsuite
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
638 Views
Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN
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...
619 Views
(Mostly) Asia-Pac M&A: Topcon, Jinke Smart Services, Dropsuite, Domain, Jamco, Shin Kong, Dada Nexus
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
864 Views
ENN Energy (2688 HK): This Is An Avoid
The Offer pivots on where the newly-listed H-shares trade. The IFA's assessment on the theoretical value of these H-shares is unrealistic.
634 Views