Guoco (53 HK): Now Even A Deeper Value Play
I like Guoco here either as a potential privatisation play, or simply as a deep value play. I see the implied stub - net of all the key listcos -...
453 Views
Singapore Market Roundup (07-Apr-2026): Tickrs maintains 'buy' on Hafary, target price 58 cents.
Tickrs maintains 'buy' on Hafary with a 58-cent target. DBS holds US$2 on UltraGreen.ai; tariffs offer a buying chance. CGSI and DBS remain bullish...
171 Views
Singapore Market Roundup (06-Apr-2026): uSmart rates GuocoLand 'buy', targeting 30% upside.
uSmart rates GuocoLand as 'buy' with 30% upside. UOBKH raises YZJ target to $4.75. JP Morgan downgrades OCBC, lowers DBS, and raises SGX target.
197 Views
Asia-Pac M&A [May 2026 Wrap]: Vault Minerals, Kakaku.com, Nippon Dry Chemical, Paltac Corporation
The average premium for the new transactions announced (or first discussed) in May was ~57%, and a year-to-date average of 48%.
92 Views
Merger Arb Mondays (01 Jun) - Taiyo, Kodensha, Shinko Shoji, Atlas, Qoria, OOh!media, Tourism Hldgs
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
95 Views