Merger Arb Mondays (13 May) - GA Pack, HEC Pharma, L'Occitane, Alps Logistics, Great Eastern
This week, the highest gross spreads are HEC Pharma (58.1%), Alps Logistics (14.3%), Hollysys (12.9%), Ansarada (8.7%), Southern Cross (8.7%), QV...
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Weekly Deals Digest (12 May) - China TCM, GA Pack, HEC CJ Pharma, CPMC, Alps Logistics, Infocom
Last week, notable developments occurred in Event-Driven (China TCM, GA Pack, HEC CJ Pharma, CPMC, Alps Logistics, Infocom, Hollysys, Adbri, Qantm...
604 Views
(Mostly) Asia-Pac M&A: Namoi Cotton, Great Eastern, GAPack, Nihon, Chilled & Frozen, Shinko Electric
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
683 Views
Merger Arb Mondays (06 May) - China TCM, L'Occitane, Hollysys, Shinko, QV Equities, Qantm IP, Adbri
This week, the highest gross spreads are Hollysys (12.1%), QV Equities (11.4%), Southern Cross (9.0%), Qantm IP (8.2%), Probiotec (7.4%), China TCM...
571 Views
Hollysys (HOLI US): Further Thoughts on the Widening Spread
Readers have asked me several questions about the widening spread. This piece outlines my answers to these questions. It remains a case of when,...
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