Merger Arb Mondays (29 Jun) - Con Aero, Skyworth, Changhong Jiahua, Shinko Shoji, Nippon Dry, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
Frasers/Hugo Boss: Final Offer, Timing Spread, Longer Game
Frasers' €38 offer is now final. With bump expectations gone, the investment case shifts to a 1.31% timing spread, while the offer structure still...
98 Views
Merger Arb Mondays (22 Jun) - Kakaku, Nippon Dry, Shinko Shoji, Accent, Humm, Qoria, Skyworth
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
209 Views
Weekly Deals Digest (21 Jun) - Accent, Atlas, OOh!Media, Qube, Skyworth, Lingyi, SG Micro, Circuit
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
128 Views
Asia-Pac Weekly Wrap: Accent Group, ASM, OOh!Media, Qube Holdings, China Shengmu
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
117 Views