Australian Clinical Labs (ACL AU) / Healius (HLS AU): Round 2?
After heady days during Covid, demand has tapered, but higher operating costs remain. Consolidation makes sense. Healius is trading below it pre...
531 Views
Get Nice Financial (1469 HK)'s Scheme Vote On The 7th March
As of the 14th Feb, GNH is no longer shortable. Avoid the arb trade. A more interesting bet is GNH, at a 74% discount to NAV and 0.21x P/B. That...
587 Views
Fosun Tourism (1992 HK)'s Scheme Buyback Vote On The 4th March
This is a clean deal. Assuming payment early April, I'd pay up to HK$7.67/share for a gross/annualised return of 2%/15%.
494 Views
Merger Arb Mondays (10 Feb) - Shibaura, Makino, Fuji Soft, Tecnos, Tohto Suisan, Proto, Pentamaster
This week, the highest gross spreads are Lifestyle China (16.7%), Seven & I (15.4%), Dada Nexus (9.3%), Smart Share (7.8%), ESR (7.8%), Get Nice...
591 Views
Last Week in Event SPACE: Kyocera, WH Group/Smithfield, CNBM, Japan Eyewear, Core Concept Tech
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...
1.1k Views