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
Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
606 Views
JX Advanced Metals (5016 JP) IPO: Trading Debut
Since the price range was announced, the peers have modestly re-rated. My SoTP valuation of JPY859 is slightly above the IPO price, suggesting the...
713 Views
Merger Arb Mondays (17 Mar) - Seven & I, Tenma, Proto, OneConnect, Vesync, Tam Jai, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
584 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,...
735 Views