Last Week In Event SPACE: Mitsubishi Pencil, China Resources Power, CK Hutchison, Guoco
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...
222 Views
Guoco (53 HK): Still Deep Value. Still Illiquid
Guoco remains a potential privatisation play; and/or a deep value play. I see the implied stub - net of the key listcos - around a decade low. The...
449 Views
Merger Arb Mondays (04 May) - ENN, Skyworth, European Lithium, OOh!media, Atlas, Humm, Taiyo
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
317 Views
Asia-Pac M&A Weekly Wrap: Atlas Arteria, European Lithium, OOh!Media Ltd, ENN Energy, Makino Milling
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
319 Views
Asia-Pac M&A, April 2026 Wrap: Atlas Arteria, European Lithium, OOh!Media, Global Ltd, Taiyo Holding
The average premium for the new transactions announced (or first discussed) in April was ~56%, and a year-to-date average of 45%.
319 Views