Mayne Pharma (MYX AU): MAC Musings
Quantifying the pharma EO impact is not straightforward. My read is that the market has taken an unjustified negative view. Trading wide at a 6.9%...
834 Views
Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
864 Views
Last Week in Event SPACE: NTT Data Corp, Zeekr, Shibaura Electronics, Swire Pacific/ThaiNamthip
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...
597 Views
(Mostly) Asia-Pac M&A: Torii Pharma, Mitsu. Shokuhin, Domain, Gold Road, Canvest, Shibaura, Tsuruha
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
453 Views
Domain Holdings (DHG AU): CoStar’s A$4.43 Binding Proposal a Done Deal
Nine's support suggests that this is a done deal. At the last close and for an end-of-August payment, the gross/annualised spread is 1.1%/3.6%.
550 Views