Dickson Concept (113 HK): 18th July Vote On Poon's Low-Balled Offer
This is a consistently profitable company being taken out below its net cash + financial assets. If illiquid arbs are your bag, and you're...
534 Views
Gold Miners ETF (GDX US): Impact of Benchmark Change - Update
Following the benchmark change, the GDX ETF could need to buy 8 stocks and sell 26 stocks. Estimated one-way turnover is 16.5% and the round-trip...
1.1k Views
Merger Arb Mondays (23 June) - ENN Energy, Dickson, HKBN, Mayne, Insignia, Santos, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
657 Views
(Mostly) Asia-Pac M&A: Adriatic Metals, Carta, Mayne Pharma, PointsBet, Tourism Holdings
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
594 Views
MV Global Junior Gold Miners Index Rebalance: Stocks at Their Highs
No constituent changes in June. Estimated one-way turnover is 4.1% and the round-trip trade is US$528m. There are 5 stocks with over 1x ADV to...
808 Views