Guotai Junan (1788 HK): Get Involved Here
At 5.8%/15.5% gross/annualised spread, I'd be a buyer here. This is a pretty clean deal. The risk this is blocked is low.
224 Views
Merger Arb Mondays (10 Aug) - GJTAI, Con Aero, Get Nice, Cygnus, OOh!Media, Digital Hearts, JPMC
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
159 Views
Asia-Pac Weekly Wrap: FleetPartners, Maxnerva, Steadfast, Golfzon, Polyplex, ReNew Energy, 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...
133 Views
Guotai Junan International (1788 HK): Precon Privatisation by Guotai Haitong Securities at HK$3.00
While the offer is below the six-month high, it is attractive compared to peer and precedent transaction multiples. Barring a significant re-rating...
200 Views
Asia-Pac M&A [July 2026 Wrap]: Dentsu Soken, Perpetual, OFX, Ns United Kaiun, Gabia, SK Signet, Dida
For the month of July, 8 new deals were discussed on Smartkarma with an overall deal size of just ~US$5bn. The average premium for the new deals...
117 Views