ESR (1821 HK): Pre-Cons Done. Scheme Doc By 22nd May
This was always a done deal. And timing is now more assured. Assuming mid-July payment, I'd pay up to HK$12.70/share, or 15% annualised.
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ESR Group (1821 HK): Precondition Satisfied
This is a done deal, helped by irrevocables and the material derating of peers. At the last close and for an early August payment, the gross...
478 Views
ESR Kendall REIT's 150 Billion Won Capital Raise and Continued Outperformance of Korean REITs
The interest rate gap on ESR Kendall REIT's expected dividend yield (5.7%) is now nearly 3% higher than the 10 year South Korean government bond...
585 Views
Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
864 Views
Last Week in Event SPACE: NTT Data Corp, Zeekr, Shibaura Electronics, Swire Pacific/ThaiNamthip
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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