Weekly Deals Digest (06 Jul) - Lens Tech, FWD, Geekplus, NTT DC REIT, Fengxiang, HKBN, Insignia
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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NTT DC REIT IPO: Valuation Insights
NTT DC REIT has launched an SGX IPO to raise proceeds up to US$864 million. My valuation analysis suggests that the IPO price is attractive.
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NTT DC REIT IPO: The Investment Case
NTT DC REIT has launched an SGX IPO to raise proceeds up to US$864 million. The units will be listed on 14 July. In this note, I discuss the...
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(Mostly) Asia M&A, June 2025 Wrap: Santos, Fuji Corp, Brickworks, Great Eastern, VIOL, Adriatic
For the month of June, 11 new deals were discussed on Smartkarma with an overall deal size of just ~US$29bn. The average premium for the new deals...
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Merger Arb Mondays (30 June) - Toyota Industries, Santos, Pointsbet, Dickson, HKBN, OneConnect
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
762 Views