Weekly Deals Digest (25 Feb) - Azure, A2B, Boral, CSR, China TCM, Outsourcing, Payroll, Snow Peak
Last week, notable developments occurred in Event-Driven (Azure, A2B, Boral, CSR, China TCM, CPMC, Outsourcing, Payroll, Snow Peak, Genetron) and...
540 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Boral, CSR, Ansarada, TCM, Snow Peak, Azure Min, Genetron
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
617 Views
Outsourcing (2427 JP) - Earnings Out, With a Bigger Impairment, But Not Clearly A MAC
Outsourcing earnings saw a big impairment loss set of numbers. But nothing in the numbers or explanation suggests that pre-conditions are breached....
597 Views
Outsourcing (2427 JP): The Weak 4Q Unlikely to Deter Bain
Our take is that the results will not warrant a change in the IFA's DCF valuation or breach a pre-condition, suggesting Bain maintains terms. The...
462 Views
Merger Arb Mondays (19 Feb) - Outsourcing, JSR, Shinko, YSK, Vinda, Altium, Azure, Ansarada
This week, the highest gross spreads are Probiotec (11.0%), Shinko Electric (7.7%), Genetron (7.1%), JSR (6.8%), Lithium Power (4.6%), Altium...
546 Views