Merger Arb Mondays (14 Apr) - ESR, Fengxiang, Vesync, Goldlion, Shibaura, Tsuruha/Welcia, Aeon Mall
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
641 Views
Last Week in Event SPACE: James Hardie/Azek, China's Maritime/Shipping Sectors, CK Hutch, HKBN
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...
670 Views
(Mostly) Asia-Pac M&A: Abacus Storage, Gold Road, Mayne Pharma, Canvest, ESR, Shibaura Electronics
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
683 Views
Gold Road (GOR AU)'s U-Turn On Gruyere's Underground Mine Estimates
Trading ~2.8% adrift of the NBIO terms.There's probably limited fallout from retracting the underground mine figures. I still expect Gold Fields to...
517 Views
Aussie Arbs: Trump Tariffs And MACs
Trump tariffs could affect MACs in Aussie Schemes/Offers. The likelihood depends on a company’s exposure to the U.S., the specific terms of the...
1k Views