ESR Group (1821 HK): Steady Progress
The additional irrevocable and material derating of peers lowers the vote risk. The consortium is making steady progress in satisfying the...
592 Views
ESR (1821 HK) Chips Away At Pre-Cons
Four of the eight key pre-conditions are now in the bag. And irrevocable undertakings have also been bolstered. This is a done deal. It’s just a...
644 Views
Merger Arb Mondays (10 Mar) - Seven & I, Naigai, ESR, Soundwill, OneConnect, Goldlion, PointsBet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
598 Views
Merger Arb Mondays (03 Feb) - ESR, LifeStyle China, Vesync, Giga Prize, Sanyo, Ascot, Seven & I
This week, the highest gross spreads are Chuoh Pack Industry (273%), Giga Prize (48.5%), Sanyo Special Steel (37.4%), Ascot Corp (20.4%), Lifestyle...
432 Views
ESR Group (1821 HK): Consortium’s Expansion Talks Suggest Progress
The probability of an offer remains high, and the latest Bloomberg reports suggest progress towards a binding proposal. Our best guess is that an...
732 Views