(Mostly) Asia M&A, July 2025 Wrap: Pacific Industrial, Johns Lyon, TalkMed, DD Group, Hanil Cement
For the month of July, 6 new deals were discussed on Smartkarma with an overall deal size of just ~US$4bn. The average premium for the new deals...
433 Views
PointsBet (PBH AU): Betr Bumps Its Offer, but Is It Superior to Mixi?
The Board continue to have several reasons not to deem Betr’s revised proposal as superior. The logical next step is for Mixi to declare its offer...
359 Views
PointsBet (PBH AU): Either Betr Pulls A Rabbit Out Of The Hat, Or Walks
I can see Mixi waiving the acceptance condition and declaring term unconditional. Trading at terms. If in, sell here. If not in, avoid unless...
310 Views
Merger Arb Mondays (28 Jul) - Shibaura, Abacus Storage, Insignia, Mayne, Santos, ENN, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
922 Views
Weekly Deals Digest (27 Jul) - CK Hutchison, Pacific Industrial, FHT, Abacus, PointsBet, NSDL
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
462 Views