Weekly Deals Digest (21 May) - Yuexiu, Horizon Construction, Newcrest, InvoCare, Golden Energy
Last week, notable developments occurred in Event-Driven (InvoCare, Newcrest, United Malt, Golden Energy, Penguin) and ECM (Yuexiu, Tata Tech,...
491 Views
Penguin Int'l (PBS SP): Chairman & Dymon's Bumped & Final Offer
On balance, I would expect compulsory acquisition to be triggered. If you can buy a spread or two below terms, do so. This deal is unconditional....
400 Views
Penguin International (PBS SP): Dymon Asia’s Unconditional and Final Offer of S$0.83
Unlike the previous offer, the final offer will not be reduced for the FY22 dividend. The final offer price is attractive and represents a 10-year...
580 Views
Merger Arb Mondays (15 May) - SBI Shinsei, Arteria, Toshiba, Yitai, Hailan, Allkem, Lian Beng
This week, the highest gross spreads are 111 (34.8%), ARTERIA (24.9%), Estia (21.5%), United Malt (13.9%), AAG Energy (8.8%), Hailan (8.7%),...
439 Views
The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
374 Views