Last Week in Event SPACE: Gulf Energy/Intouch, CK Infra, Zhongsheng, Thai Beverage, Fraser & Neave
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
479 Views
Weekly Deals Digest (21 Jul) - Intouch/Gulf, China TCM, Huafa, Samson, Zhihu, Asics, Kokusai, Timee
Last week, notable developments occurred in Event-Driven (China TCM, Huafa, Samson, Zhihu, Intouch/Gulf, Legend Biotech, Capitol/Integral) and ECM...
534 Views
(Mostly) Asia-Pac M&A: AIS/Thaicom, Capitol Health, Alumina, Ansarada, TCM, CPMC, Fancl, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
556 Views
Capitol Health (CAJ AU)/Integral Diagnostics (IDX AU): An Improved Image - Now Firmed
I'm not entirely comfortable with ACCC risk here. Without that comfort, I'd avoid the arb. I'd be looking at Healius (HLS AU) on the back on this...
376 Views
Capitol Health (CAJ AU): Binding Merger with Integral Diagnostics (IDX AU)
No substantial shareholder has vocally opposed the merger, and the offer price is attractive. The key risk is if Integral becomes a takeover...
428 Views