Merger Arb Mondays (17 Jun) - Fancl, Tatsuta, A8, China TCM, GAPack, CPMC, Malaysia Airports, Bapcor
This week, the highest gross spreads are HEC Pharma (127.1%), Hollysys (26.1%), Fancl (17.8%), Asia Cement China (13.4%), Ansarada (11.1%),...
538 Views
CPMC Holdings (906.HK) - ORG Can't Afford to Lose, But Baosteel Is a Step Ahead
Baosteel's SOE background gives it an advantage in acquiring CPMC, while ORG offers a higher price and has major shareholder support in bid for...
604 Views
CPMC Holdings (906 HK): Will Baowu Raise the Offer Price After ORG?
Baowu has good reasons to raise the offer price as getting CPMC is of high value. Baosteel Packaging can enhance market share and profitability...
490 Views
Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien, APM, Ansarada, Genex, Hollysys
This week, the highest gross spreads are HEC Pharma (121.3%), Hollysys (18.9%), Ansarada (11.6%), Asia Cement China (11.1%), GA Pack (10.4%),...
758 Views
Game On As ORG Lobs Competing Offer For CPMC (906 HK)
Expect SAMR/SAFE to sign off on only one Offer. They won't sign off SASAC/NCSSF's when ORG's bid is out there. Either SASAC/NCSSF fold their tent;...
672 Views