(Mostly) Asia M&A, Oct 2023: Haitong, Azure, Hollysys, Aeon, Teraoka, Tietto, Lithium Power
For the month of October, 7 new deals were discussed on Smartkarma with an overall deal size of ~US$4bn. The average premium for the new deals...
540 Views
Last Week In Event SPACE: Newcrest/Newmont, Keisei Electric, PCCW, Cosmo Energy, Leapmotor
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
747 Views
Newcrest/Newmont - More Selling on the NCM Means More Buying on NEM, And Settlement Logistics Matter
The NCM selldown was larger than I expected as global passive avoids gap risk. That means a bigger arb risk and more action at the NEM close today....
1.1k Views
Merger Arb Mondays (23 Oct) - Eoflow, Celltrion Healthcare, JSR, Origin, Lithium Power, Poly Culture
This week, the highest gross spreads are 111 (64.9%), Eoflow (38.2%), Hollysys (30.1%), JSR (8.2%), Haitong Intl (7.8%), LPI (7.5%), Orecorp...
827 Views
Newcrest/Newmont Conclusion Nearing - Flowfront & Gold Price
Newmont Mining has run into a "perfect storm" of increasing negative correlation and increasing negative beta to gold vs Peers, and Newcrest...
1.1k Views