Last Week In Event SPACE: Shanghai Henlius, Malaysia Airports, Kokusai Electric, Smart Share
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
516 Views
Lifestyle China (2136 HK): Lau's Scheme - The Premium Is Still Wrong. And Now Final
IF illiquid arbs are your thing and you think this get up, pay up to HK$0.95/share for a 3.4%/15% gross/annualised return (where possible), if mid...
535 Views
AVJennings (AVJ AU): Ho Bee's Superior Proposal
Although terms are indicative, buy a tick or three below Ho Bee's terms. You could also consider buying the Singaporean leg (quoted in AUD), and...
482 Views
Henlius (2696 HK): LVC Won't Block. Buy Here & On Weakness
Trading wide at a 11.8% gross spread (using today's opening print) with expected payment around the third week of Feb. That's a buy here. I'd pay...
921 Views
Smart Share Global (EM US)'s MBO NBIO
Should a defintive agreement be inked, this is done. The risk to the trade, as with many US-listed China plays, is one of timing. Trading at a...
374 Views