Merger Arb Mondays (06 Oct) - Kangji, Soft99, I-Net, Daiseki, Mandom, Changhong, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
555 Views
(Mostly) Asia M&A, Sep 2025 Wrap: ReNew Energy Global, Digital Hold., Mandom, Paramount Bed, Spindex
For the month of Sept, 7 new deals were discussed on Smartkarma with an overall deal size of just ~US$2bn. The average premium for the new deals...
378 Views
Kangji Medical (9997 HK) Privatization - The Cancellation Price Is Not Attractive
The Cancellation Price is too low to normally reflect Kangji's true fundamentals/outlook. The whole industry is moving in positive direction. We’re...
553 Views
Kangji Medical (9997 HK): A Closer Look At The Shareholder Register
I expect this Offer gets up. Assuming payment shortly before Xmas, I'd pay up to ~HK$8.95/share for a 15% annualised return. If you have the risk...
649 Views
Kangji Medical (9997 HK): Q&A With The FA
I expect this Offer to up. Assuming late Jan completion, I'd pay up to ~HK$8.67/share for a 15% annualised return. Currently trading at HK$8.59...
392 Views