Outsourcing (2427) - Earnings Delay Causes Consternation
Outsourcing (2427) delay in reporting earnings means uncertainty. Stock falls early, and rebounds. Still down. This may or may not be big. It may...
707 Views
Merger Arb Mondays (12 Feb) - JSR, Benefit One, Lawson, Welbe, YSK, Hollysys, Silver Lake
This week, the highest gross spreads are Welbe (10.2%), Probiotec (9.8%), JSR (9.2%), Shinko Electric (7.8%), Genetron (7.7%), Lithium Power...
531 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake, Ssangyong Cement, Vinda, Benefit One, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
664 Views
Pasona (2168) - Less Wrong Than Before But How Wrong Still Depends on Nambu-San
Pasona will get its bundle of cash selling Benefit One. That will leave ~¥135bn of net cash against a ¥60bn match-off of prepays vs A/R vs a ¥107bn...
707 Views
Merger Arb Mondays (05 Feb) - Hollysys, JSR, Benesse, Benefit One, Glosel, OreCorp, QV Equities
This week, the highest gross spreads are Hollysys (16.8%), Shinko Electric (9.3%), JSR (8.9%), Probiotec (8.7%), Genetron (7.5%), Adbri (4.2%),...
589 Views