Merger Arb Mondays (23 Mar) - Qube, Pepper, Bluescope, Skyworth, ENN, Makino, Sankei Real, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
330 Views
Merger Arb Mondays (16 Mar) - Skyworth, ENN, BlueScope, Pepper, Humm, Makino, Sankei, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
423 Views
Asia-Pac M&A Weekly Wrap: Toyota Inds, Emmerson Res, Avarga, National Storage, Dongfeng Motors, Ijm
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
388 Views
Last Week In Event SPACE: ROHM, ENN Energy, Samsung Electronics, SK Inc, JCNC/Astra
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...
370 Views
Revisiting ENN Energy (2688 HK)'s Scheme & Parent's H-Share Listing
This remains a challenging trade. CSRC shouldn't be problem. I see upside potential here; but it's not a strong conviction trade. ENN's FY25...
367 Views