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,...
149 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
Merger Arb Mondays (13 Jul) - Dida, Shengmu, Kakaku, Shinko Shoji, Steadfast, Vault, Accent, Cygnus
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
143 Views
Asia-Pac Weekly Wrap: Perpetual, Vault Minerals, Accent Group, Steadfast, Avarga, Z Fin,
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
116 Views