Humm Group (HUM AU): Chairman’s Low-Ball Non-Binding Offer
The offer is unattractive on several metrics. There is already strong retail opposition. The Board should negotiate for better terms.
391 Views
Humm Group (HUM AU): Chairman's NBIO
humm is engaged. Yet terms remain indicative. If small, illiquid arbs are your thing, I might pay up to A$0.54/share, assuming payment around the...
315 Views
Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves
A global perspective on what happened overnight
64 Views
Merger Arb Mondays (14 Jul) - Shibaura, Topcon, Nissin, OneConnect, Insignia, PointsBet, ENN Energy
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
500 Views
(Mostly) Asia-Pac M&A: Johns Lyng, New World Resources, Oneconnect, Great Eastern, VIOL
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
299 Views