Insignia Financial (IFL AU): Bain's A$4.00/Share NBIO. Needs More Gruel
Not the Australian's finest moment. After an article flagged Tanarra Capital to be reportedly "backing Bain Capital’s bid", Tanarra responded by...
792 Views
Paragon REIT (PGNREIT SP)'s Privatisation Offer
Looks pretty clean. A 7% premium to NAV and a roughly two-year high. If payment on or around late May, I'd pay up to S$0.97/share for a gross...
695 Views
Merger Arb Mondays (08 Dec) - Makino, Pacific Ind, Jinke, ENN Energy, Qube, NSR, Predictive Disc
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
468 Views
Asia-Pac M&A Weekly Wrap: ANE (Cayman), Predictive Discovery, African Gold, Steadfast, Spindex
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
937 Views
Spindex Inds (SPE SP): 18th Dec Vote On MBO
Clean deal. Trading at 1.4%/7.7% gross/annualised. If small, illiquid arbs are your thing, and not in, it may be worth a punt. Otherwise look...
297 Views