Peak Rare Earths (PEK AU): Shenghe Bumps And Declares Terms Final
Clean deal. Tanzania's FCC will give the acquisition a hard look; but should give the green light, given Shenghe's offtake agreement. If small...
517 Views
Johns Lyng (JLG AU): 8th October Vote On PEP's Offer
Trading wide-ish at a 1.8%/13.8% gross/annualised return. There should be enough here to get the deal over the line. But it's not a situation I'd...
504 Views
Johns Lyng (JLG AU): Scheme Vote on 8 October
The offer is reasonable, and the scheme vote should pass. At the last close and for a 23 October payment, the gross/annualised spread is 1.5%/11.0%.
444 Views
(Mostly) Asia M&A, Aug 2025 Wrap: Dongfeng Motor, Kangji, Carenet, Nihon Chouzai, Technopro
For the month of Aug, 17 new deals were discussed on Smartkarma with an overall deal size of just ~US$18bn. The average premium for the new deals...
543 Views
Merger Arb Mondays (01 Sep) - Dongfeng, ENN, Joy City, Kangji, Mayne, Santos, Shibaura, CareNet
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
852 Views