Asia-Pac M&A [June 2026 Wrap]: Steadfast, Con Aero Tech, Accent, Cygnus, Ajinomoto Malaysia
The average premium for the new transactions announced (or first discussed) in June was ~38.5%, and a year-to-date average of 47%.
104 Views
Get Nice (64 HK): Expect A Founder's Scheme
My best guess (blue sky) is a 40% discount to book - or ~HK6/share Offer. Optically this could be done at HK$4.50 or 32% premium to undisturbed;...
155 Views
Merger Arb Mondays (29 Jun) - Con Aero, Skyworth, Changhong Jiahua, Shinko Shoji, Nippon Dry, Qoria
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
Asia-Pac Weekly Wrap: Atlas Arteria, ASM Clearview Wealth, Tourism Holdings, Ajinomoto Malaysia
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
131 Views
Maxicity (2295 HK): Founders' Scheme?
My guess is IF this is a Scheme from founders Sieh and Ho, then a reasonable premium to last close, say ~40% or HK$2.60, may be one outcome....
99 Views