Merger Arb Mondays (26 Jan) - Toyota Ind, Raksul, Mamezo, Skyworth, IJM, ENN, Australian Strategic
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
684 Views
Asia-Pac M&A Weekly Wrap: Australian Strategic Materials, Qube, Dongfeng Motor, Raksul, IJM Corp
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
309 Views
Skyworth (751 HK): A Long-Dated but Attractive Distribution and Share Buyback Scheme Proposal
While the offer is attractive, the appraised value of Skyworth Photovoltaic is optimistic - my estimated total value is HK$8.43 vs the IFA's...
643 Views
Merger Arb Mondays (19 Jan) - IJM, Dongfeng, BioDlink, Makino, Toyota Ind, Mandom, Qube, Webjet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
619 Views
Asia-Pac M&A Weekly Wrap: Toyota Industries, BioDlink, IJM Corp, Dongfeng Motor, Minmetals Land
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
393 Views