PA Gooddoctor (1833 HK)'s Unconditional MGO
If in for the arb and opting for scrip, I 'd have exited, or exiting my initial buy-in. If in for the arb and took cash, I'd also would have...
657 Views
WH Group (288 HK): Smithfield's IPO Doc Now Out
WHG could surprise the market with a higher than expected IPO price. I doubt it. Even applying a high-end value for Smithfield of ~US$10bn, a ~38%...
583 Views
Boqi Env (2377 HK): Takeaways From The Partial Offer
~45% of the public shareholders tendering has been a useful benchmark in past Hong Kong Partial Offers, and so it was again for Boqi.
405 Views
Insignia Financial (IFL AU): CC Capital Wades In With A $4.30/Share NBIO
Terms are non-binding. I think IFL should engage here. However, I'm not confident Tanarra is willing to kick out at a 7.5% premium to Bain's terms.
438 Views
China & HK Strategy: Are These Stocks Potential Privatisation Targets?
​Hong Kong market sees a rise in privatisation as cheap valuations attract investors. We developed a list of 29 stocks attractive for potential...
993 Views