Weekly Deals Digest (25 May) - Toyota Industries, Shibaura, ESR, Soundwill, Mayne Pharma, GMO
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
795 Views
Soundwill Holdings (878 HK): Hard Lessons from Another HK Arbageddon
Like previous deal breaks, this one offers hard lessons and suggests that HK merger arb is increasingly fraught with risk. My estimated deal-break...
716 Views
Soundwill Holdings (878 HK): An Opportunity or Another HK Arbageddon?
The share price action either reflects an imminent deal break or a result of a negative feedback loop. Tread carefully as this is a high-risk/high...
663 Views
OneConnect Financial (6638 HK/OCFT US): Ping An Firms Offer @ HK$2.068/Share
Terms are light.But no competing offer will emerge. If illiquid Hong Kong arbs are your bag, get involved, and pay up to ~HK$1.90/share. After the...
672 Views
Goldlion Holdings (533 HK) Privatization - About the Deal Break and the Valuation Outlook
Privatization failed due to inability to balance the interests of shareholders, who see potential for value reassessment. If privatization is...
565 Views