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...
553 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...
584 Views
Last Week in Event SPACE: NTT Data Corp, Zeekr, Shibaura Electronics, Swire Pacific/ThaiNamthip
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...
507 Views
(Mostly) Asia-Pac M&A: Torii Pharma, Mitsu. Shokuhin, Domain, Gold Road, Canvest, Shibaura, Tsuruha
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
396 Views
Merger Arb Mondays (05 May) - Makino, Shibaura, 7&I, Dickson, Meilan, Soundwill, Smartpay, Pointsbet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
661 Views