Merger Arb Mondays (10 Aug) - GJTAI, Con Aero, Get Nice, Cygnus, OOh!Media, Digital Hearts, JPMC
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Guotai Junan International (1788 HK): Precon Privatisation by Guotai Haitong Securities at HK$3.00
While the offer is below the six-month high, it is attractive compared to peer and precedent transaction multiples. Barring a significant re-rating...
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Primer: Guotai Junan International (1788 HK) - Aug 2026
The investment thesis is currently dominated by a potential privatization offer from its controlling shareholder, Guotai Haitong Securities,...
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Musings On Guotai Haitong (601211 CH)'s Expected Offer For Guotai Junan (1788 HK)
I think around $3/share would be viewed as fair. Guotai Haitong Securities has the clout to go MUCH higher. The question is whether they need to.
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Guotai Junan International (1788 HK): Synthetic Expert Call Transcript (23 Jul 2026)
Hard Valuation Floor vs. Parent Justification: The parent company's State-owned Assets Supervision and Administration Commission (SASAC) floor is...
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