(Mostly) Asia-Pac M&A: Fengxiang, De Grey Mining, Canvest, Tsuruha/Welcia, Shibaura Electronics
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
443 Views
After Squaring Away Japfa, The Santosa Family Looks To PT Japfa
PT Japfa is trading below historical averages. Forward earnings guidance is strong. A yield of 6.8% is solid. Pushback - there is, as yet, no talk...
501 Views
Merger Arb Mondays (14 Apr) - ESR, Fengxiang, Vesync, Goldlion, Shibaura, Tsuruha/Welcia, Aeon Mall
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
551 Views
(Mostly) Asia-Pac M&A: Abacus Storage, Gold Road, Mayne Pharma, Canvest, ESR, Shibaura Electronics
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
607 Views
Fengxiang (9977 HK): PAG’s Preconditional Privatisation Offer at HK$2.00
The shareholders with blocking stakes which have not provided irrevocables will likely be supportive as the offer is reasonable and there is a...
703 Views