Dickson Concepts (113 HK): A Necessary HK Arbageddon
While painful, this deal break was arguably the correct outcome as the offer was below the net cash. My estimated break price is HK$5.00 (30%...
867 Views
Dickson Concepts (113 HK): Scheme Vote on 18 July for a Below Net Cash Offer
The scheme failed as it marginally failed the value test – 10.16% of disinterested shareholders voted NO vs <10% of all disinterested shareholders'...
1.1k Views
OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMR
Terms are light. That is clear. And trading wide as a result. IF illiquid Hong Kong arbs are your bag, get involved. After the Goldlion and...
449 Views
(Mostly) Asia M&A, June 2025 Wrap: Santos, Fuji Corp, Brickworks, Great Eastern, VIOL, Adriatic
For the month of June, 11 new deals were discussed on Smartkarma with an overall deal size of just ~US$29bn. The average premium for the new deals...
469 Views
Weekly Deals Digest (29 Jun) - FWD, HDB, Santos, PointsBet, New World, Dickson, HKBN, OneConnect
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
537 Views