Last Week In Event SPACE: Mitsui Matsushima, Prosus/Tencent/Naspers, Legend/Lenovo
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
121 Views
Musings On Guotai Haitong (601211 CH)'s Expected Offer For Guotai Junan (1788 HK)
I think around $3/share would be viewed as fair. Guotai Haitong Securities has the clout to go MUCH higher. The question is whether they need to.
194 Views
Guotai Junan International (1788 HK): Privatisation by Guotai Haitong Securities?
It is likely that Guotai Haitong Securities is seeking to privatise GJTAI. The timing would be opportunistic, as GJTAI has underperformed its peers...
407 Views
Merger Arb Mondays (20 Jul) - Kakaku, Shinko Shoji, Get Nice, Shengmu, Skyworth, Steadfast, Vault
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
147 Views
Weekly Deals Digest (19 Jul) - Digital Garage, Kakaku, Get Nice, Shengmu, OOh!Media, Perpetual
A weekly summary of key developments in ECM and Event-Driven names tracked by us in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
145 Views