Dada Nexus (DADA US): JD.Com's US$2/ADS Firm Offer
This is a clean deal. Just a question of timing. The spread is attractive. I'd look to enter around here and on any pullback.
588 Views
(Mostly) Asia M&A, Mar 2025 Wrap: ENN Energy, Gold Road, Spartan, Aeon Delight, Sinarmas, Topcon
For the month of March, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$14bn. The average premium for the new deals...
509 Views
Merger Arb Mondays (31 Mar) - ENN Energy, ESR, Vesync, Seven & I, Topcon, Sinarmas Land, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views
(Mostly) Asia-Pac M&A: Gold Fields, Sinarmas Land, Shinko Electric, Domain, Japfa, Tsuruha/Welcia
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
519 Views
Japfa (JAP SP): The Santosa Family (Finally) Makes A Move
Scheme Doc dispatched. 15th April Scheme Meeting. Payment on or around the 30th May. With a fair value range of S$0.53 to S$0.56/share, the IFA...
874 Views