Mostly Asia-Pac M&A: Mayne Pharma, Meilan Airport, ReNew Energy Global, Mandom, Restaurant Brands
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
416 Views
(Mostly) Asia M&A, Oct 2025 Wrap: Hang Seng, SCSK, AUB, Sumitomo Densetsu, Genting Malaysia, ANE
For the month of Oct 2025, 15 new deals were discussed on Smartkarma with an overall deal size of ~US$33bn. The average premium for the new deals...
325 Views
Merger Arb Mondays (03 Nov) - ANE, Dongfeng, Mayne, AUB, Digital Holdings, Makino, Soft99, SCSK
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
686 Views
Mostly) Asia-Pac M&A: SCSK Corp, AUB, Brainpad, ANE Cayman, Sumitomo Densetsu, Sumitomo Densetsu
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
745 Views
ANE (9956 HK): Centurium/Temasek's Clean Offer
Clean deal. Assuming mid-April 2026 completion, I'd pay up to ~HK$11.60/share for a ~15% annualised return. (Factoring in the special dividend).
709 Views