Merger Arb Mondays (03 Nov) - ANE, Dongfeng, Mayne, AUB, Digital Holdings, Makino, Soft99, SCSK
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
801 Views
Last Week In Event SPACE: Nidec/Ibiden, LG Chem, Mayne Pharma, Jardine Matheson
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...
2.4k Views
Mostly) Asia-Pac M&A: SCSK Corp, AUB, Brainpad, ANE Cayman, Sumitomo Densetsu, Sumitomo Densetsu
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
878 Views
Jardine Matheson's Underperformance Post Mandarin Offer
Proceeds from the OCB sale will be US$925mn. And taking out MAND minorities will cost Matheson ~US$1bn. Yet the market is now assigning US$2.1bn...
1k Views
Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99, Ashimori, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
781 Views