Joy City (207 HK): 17th November Vote On COFCO's Offer
Trading wide at a 3.8%/111.4% gross/annualised spread. To be expected. If small-cap illiquid arbs are your bent, get involved here. Otherwise, this...
444 Views
Minmetals Land (230 HK): An Offer Premium Of 179% To NAV? Yes Please
Clean deal. If small-cap illiquid arbs are your bent get involved here. I'd pay up to HK$0.95/share, assuming end of February 2026 payment.
442 Views
IDT (167 HK): Expect Long-Dated MGO As Major Shareholder Placed In Receivership
Consumer electronics play IDT International (167 HK) is currently suspended pursuant to the Takeovers Code. But don't expect your usual Offer to...
687 Views
Merger Arb Mondays (20 Oct) - ENN Energy, Joy City, Kangji, Mandarin, Soft99, Mandom, Makino
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
602 Views
(Mostly) Asia-Pac M&A: Mandarin Oriental, RPMGlobal, Genting, Mayne Pharma, Iress, Kangji Medical
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
630 Views