Merger Arb Mondays (27 Jul) - Skyworth, Changhong Jiahua, Z Fin, Con Aero, OFX, Cygnus, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
167 Views
Last Week In Event SPACE: Mitsui Matsushima, Prosus/Tencent/Naspers, Legend/Lenovo
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
121 Views
Weekly Deals Digest (19 Jul) - Digital Garage, Kakaku, Get Nice, Shengmu, OOh!Media, Perpetual
A weekly summary of key developments in ECM and Event-Driven names tracked by us in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
146 Views
Last Week In Event SPACE: Baycurrent, Perpetual, Digital Garage, Genesis/Vault, Seven & I, SoftBank
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
153 Views
Digital Garage (4819 JP): Cheap, but Not Cheerful
DG is undoubtedly cheap and could be worth 2x more. However, closing this valuation gap remains challenging. Pasona is a cautionary tale that a...
186 Views