Weekly Deals Digest (10 Mar) - Trial, ARM, JSR, Nippon Express, Alumina, Azure, Genex, Vinda
Last week, notable developments occurred in Event-Driven (JSR, Alumina, Azure, Genex, Vinda) and ECM (ARM, Trial Holdings, Nippon Express).
459 Views
Last Week in Event SPACE: Keisei Electric, New World Development, Alumina Ltd, Azure Minerals, TDCX
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
564 Views
(Mostly) Asia-Pac M&A: Genex, Alumina, Azure Minerals, Vinda, JSR Corp, Shinko Electric Industries
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
495 Views
Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed Now
Shinko is up 4+% since I wrote it was cheap to Ibiden, itself -14.5% since. What was a considerable buffer on break/gap risk is now smaller, as is...
586 Views
JSR (4185) - Reporters Reportedly Report Conditions Such That JIC Deal Could Come Soon
A series of un-sourced articles suggest JIC's deal for JSR wasn't past SAMR, then would be past SAMR, then was past SAMR. Reportedly. Sounds OK,...
587 Views