Merger Arb Mondays (05 May) - Makino, Shibaura, 7&I, Dickson, Meilan, Soundwill, Smartpay, Pointsbet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
667 Views
The Effects of New Tariff on Chinese E Commerce
How will Chinese e-commerce companies survive the new tariff regime? We believe at least one of these companies will be hobbled.
268 Views
(Mostly) Asia M&A, Apr 2025 Wrap: Toyota, Abacus Storage, Bright Smart, Fujitsu General, Topcon
For the month of April, 9 new deals were discussed on Smartkarma with an overall deal size of just ~US$6bn. The average premium for the new deals...
438 Views
Hainan Drinda New Energy (A/H IPO) - Business Was Acquired for 1/3rd the Price, Three Years Ago
Hainan Drinda Automotive Trim (002865 CH) plans to raise up to US$234m via its A/H listing. In this note, we look at the past performance and talk...
493 Views
Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
In March and Q125, express volume growth remained firm, and unit price declines should be manageable for most express companies. But as an...
375 Views