(Mostly) Asia-Pac M&A: Domain Holdings, Mayne Pharma, Tam Jai, PEC Ltd, Canvest, Fuji Soft, Proto
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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CNBM (3323 HK): Whitewash Waiver Secured. Next Is The Proration
I'm inclined to simply short outright here, if I had guaranteed take-no-action borrow. Especially as the price closes in on the tender price, and...
714 Views
Hunting for Net-Nets in Singapore
A collapse in our Singapore small-cap index, which was up almost 15% YTD in Mar and has subsequently fallen more than 17%, has prompted us to look...
663 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
392 Views
AGM PEC: Outlook Is Improving; This Laggard Has 80% Upside
Friday afternoon I attended the AGM of PEC Ltd. (PEC SP) in Singapore's M Hotel. The meeting was attended by approximately 100 shareholders. The...
443 Views