Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
490 Views
HKBN (1310 HK): Another Sing Tao Article as Speculation Swirls on MBK’s Loan Notes Conversion
The article is being unduly alarmist. The concerns raised on the China Mobile offer remain premature, and there remains a medium-to-high...
636 Views
Merger Arb Mondays (17 Feb) - HKBN, Fosun Tourism, Get Nice, 7&I, Shibaura, Kaonavi, Paragon
This week, the highest gross spreads are Kaonavi (84.0%), Lifestyle China (18.1%), Seven & I (14.7%), Smart Share (8.7%), ESR (6.9%), Vesync...
500 Views
HKBN (1310 HK): A Press Report Causes Trepidation
The article's concerns have little merit at this process stage. There is a medium-to-high probability of a competing offer. The selloff is a buying...
624 Views
HKBN (1310 HK): Just How Likely Is An I Squared Offer?
According to Sing Tao Daily, PRC regulatory authorities have yet to respond to the transaction. Not quite sure what that means. It's been a little...
982 Views