Merger Arb Mondays (04 Aug) - Santos, Joy City, HKBN, Krosaki Harima, Fujitec, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
510 Views
(Mostly) Asia-Pac M&A: Topcon, Joy City, Hogy Medical, Nihon Chouzai, Piedmont Lithium, Pacific Ind.
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
523 Views
(Mostly) Asia M&A, July 2025 Wrap: Pacific Industrial, Johns Lyon, TalkMed, DD Group, Hanil Cement
For the month of July, 6 new deals were discussed on Smartkarma with an overall deal size of just ~US$4bn. The average premium for the new deals...
433 Views
MAC Copper (MAC AU/MTAL US): 29th August Vote On Harmony's Offer
Both legs have the same gross/annual. spreads of 1.5%/7.9%, assuming early Oct payment. There will be nominal costs to be netted off the CDI...
369 Views
PointsBet (PBH AU): Either Betr Pulls A Rabbit Out Of The Hat, Or Walks
I can see Mixi waiving the acceptance condition and declaring term unconditional. Trading at terms. If in, sell here. If not in, avoid unless...
310 Views