Weekly Deals Digest (08 Dec) - ESR, HKBN, Lifestyle China, Seven & I, De Grey, SG Fleet, Kioxia
Last week, notable developments occurred in Event-Driven (ESR, HKBN, Lifestyle China, Seven & I, De Grey, SG Fleet, Latin Resources) and ECM...
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Last Week in Event SPACE: Seven & I Holdings, ESR Group, Sanrio, 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...
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(Mostly) Asia-Pac M&A: De Grey Mining, HPI, SG Fleet, Malaysia Airports, MPHB, Suntec REIT
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Cromwell Prop (CMW AU): ESR Exit Post-Privatization?
ESR has in the past said Cromwell was a non-core holding. With ESR now expected to be privatized by Warburg/Starwood, does this accelerate the...
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ESR (1821 HK): HK$13.00/Share Offer
This is a done. Assuming early August completion - or eight months out - I'd pay ~HK$11.85/share for a 15% annualised return; up to HK$12/share if...
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