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...
448 Views
Hong Kong Buybacks Weekly (Oct 24th): Xiaomi, China Mengniu Dairy, Linklogis
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Xiaomi (1810 HK),...
296 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.
443 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...
688 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,...
604 Views