Get Nice Financial (1469 HK)'s Scheme Vote On The 7th March
As of the 14th Feb, GNH is no longer shortable. Avoid the arb trade. A more interesting bet is GNH, at a 74% discount to NAV and 0.21x P/B. That...
403 Views
Fosun Tourism (1992 HK)'s Scheme Buyback Vote On The 4th March
This is a clean deal. Assuming payment early April, I'd pay up to HK$7.67/share for a gross/annualised return of 2%/15%.
431 Views
(Mostly) Asia-Pac M&A: Shibaura, Tecnos, Insignia Fin., Fosun Tourism, Fuji Soft, Shin Kong/Taishin
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
616 Views
Pentamaster (1665 HK): 28th Feb Vote On Parent's Offer
This looks done. If small illiquid arbs are your bent, I'd pay up to HK$0.98/share for a gross/annualised return of 1.9%/15%. Currently trading at...
515 Views
Red Hawk (RHK AU): Fortescue Secures 78% And Bumps to A$1.20/Share
This is done. Trading at terms. If in, tender. Or sell in the market. If not in, look elsewhere. Unless Red Hawk dips below terms.
437 Views