Merger Arb Mondays (19 Jan) - IJM, Dongfeng, BioDlink, Makino, Toyota Ind, Mandom, Qube, Webjet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
619 Views
IJM Corp (IJM MK): Sunway's Offer Is Light. But Scale Is Key
Trading wide to terms (9.7%). If Malaysian arbs are your bag, I'd be getting some exposure here. There is still scope for a bump. Conservatively,...
421 Views
IJM Corp (IJM MK): Sunway’s Cash/Scrip Conditional Voluntary Offer
The offer is unattractive as the terms favour Sunway rather than IJM shareholders. However, the offer's key conditions are low-risk.
595 Views
Asia Real Estate Tracker (09-Apr-2026): Hong Kong's Link REIT sells Singapore mall for $196.3M.
Link REIT sold a Singapore shopping center for $196.3M, while Mapletree's fund faced a $58M loss; Firmus raised $505M, and Digital Realty expanded...
171 Views
Bursa Short Interest Weekly (Oct 2nd): Nestle (Malaysia), YTL Power International, IJM, Frontken
We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Nestle (Malaysia), YTL Power...
100 Views