OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMR
Terms are light. That is clear. And trading wide as a result. IF illiquid Hong Kong arbs are your bag, get involved. After the Goldlion and...
449 Views
OneConnect Financial (6638 HK/OCFT US): Precondition Satisfied for a Below Net Cash Offer
The offer is light. The high minority participation rate and protest votes at the recent AGM are warning signs that the vote is far from a done...
551 Views
Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New World, ENN Energy, HKBN, Fengxiang
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views
(Mostly) Asia-Pac M&A: Talkmed, Jilin Jiutai Bank, Insignia, Silk Logistics, Fengxiang, Nissin, VIOL
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
637 Views
(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...
472 Views