Merger Arb Mondays (17 Mar) - Seven & I, Tenma, Proto, OneConnect, Vesync, Tam Jai, Insignia
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
583 Views
Merger Arb Mondays (10 Mar) - Seven & I, Naigai, ESR, Soundwill, OneConnect, Goldlion, PointsBet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
732 Views
OneConnect Financial (6638 HK/OCFT US): Negative EV Play Draws an Opportunistic Offer from Ping An
Despite the hefty premium, the offer is opportunistic as it values OneConnect around net cash and is at a material discount to historical trading...
2.2k Views
OneConnect Files for Secondary Listing; Not Yet a Convincing Story
OCFT has filed an application for a secondary listing in HK. The company has not yet been able to convince investors over its ability to survive...
586 Views
Bairong: Upcoming Lock-Up Expiry
Bairong’s pre-IPO investors’ lock-up period expires on 20 September. In this note, we look at the returns of the pre-IPO investors and potential...
432 Views