Merger Arb Mondays (27 Jan) - Fosun Tourism, Get Nice, Lifestyle China, Canvest, Japfa, SLB
This week, the highest gross spreads are SLB Development (36.1%), Japfa (17.0%), Seven & I (16.8%), Lifestyle China (15.3%), Get Nice Financial...
403 Views
Weekly Deals Digest (15 Dec) - Fosun Tourism, CPMC, ESR, Fuji Soft, NEC Networks, Topcon, Kioxia
Last week, notable developments occurred in Event-Driven (CNBM, CPMC, ESR, Fosun Tourism, Vesync, Fuji Soft, NEC Networks, Topcon, Insignia...
396 Views
Fosun Tourism (1992 HK): Fosun Int'l's Indirect Takeover
This is done. If payment on or around the 10th June 2025 long stop, I'd pay up to HK$7.35/share for a gross/annualised return of 6%/12%.
617 Views
Fosun Tourism (1992 HK): Scheme Buyback at HK$7.80 (95% Premium)
The timing is arguably opportunistic, as the shares are down 31% YTD. Nevertheless, the high takeover premium and a potential scrip option lower...
594 Views
Fosun Tourism (1992 HK): Is Club Med Disposal Happening?
Fosun Tourism remains suspended, and we are awaiting an announcement. Speculation is that it involves privatisation by its parent, Fosun Intl....
909 Views