Tencent Meituan Dividend - The US$17bn Overhang Is Almost Here - Lesson from JD.com
On 16th Nov 22, Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan. The US$17bn overhang...
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Doosan Bobcat Placement - Past Deal Didn’t Do Well, This Time Could Be Different
A group of shareholders aim to raise around US$138m by selling all of their remaining stake in Doosan Bobcat. This is a clean-up trade.
439 Views
K-Pop Battle, Round 2: Kakao’s Tender Offer For S.M. Entertainment
Trading tight at a <1% gross spread to terms. HYBE may bid higher. And Kakao can counter. I think Kakao wants this more than HYBE. I would not...
524 Views
ECM Weekly (5th Mar 2023) - Japan Post Bank, Kansai, Vanke, Otsuka, SBI Sumishin, Lu DaoPei, NST, JF
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
498 Views
GEM Weekly (3 Mar 2023): China PMI, India GDP; Naver, L&F Co, MediaTek, Foxconn
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
426 Views