Shinko Electric (6967 JP): Bidders Circle for Fujitsu’s Stake
Mitsubishi Corp is the latest rumoured suitor. Shinko’s shares are up 73% YTD, which is not excessive compared to Ibiden (63.2% YTD). The valuation...
780 Views
Merger Arb Mondays (16 Oct) - NWS, Haitong Intl, Eoflow, Liontown, Origin Energy, Estia, Pact, JSR
This week, the highest gross spreads are 111 (43.5%), Eoflow (38.2%), Hollysys (22.5%), Haitong Intl (8.6%), Orecorp (8.0%), Liontown (7.5%), JSR...
762 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newcrest Mining, Haitong Int'l, Liontown, NWS, IMAX China
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
739 Views
Shinko Electric (6967) - Waiting for a Package
Shinko Electric (6967) is up for grabs. As at last look, there were many potential grabbers. I still like this trade, and now Shinko is cheap to...
4.2k Views
Merger Arb Mondays (09 Oct) - Eoflow, Haitong Intl, NWS, Boustead, Newcrest, Liontown, Hollysys
This week, the highest gross spreads are Haitong Intl (114.1%), 111 (45.2%), Eoflow (40.5%), Hollysys (20.4%), IMAX China (15.9%), BPLANT (11.5%),...
908 Views