(Mostly) Asia-Pac M&A: Santos, Abacus Storage, Gold Road, PointsBet, Smart Share, Apiam, Lynch
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
549 Views
PointsBet (PBH AU): Mixi Attempts to Call Betr’s Bluff with a Final Offer
Betr has released a supplementary bidders statement stating that it will NOT accept Mixi offer. As Mixi cannot reach the 90% voting threshold,...
829 Views
First Pacific (142 HK) Is Fully Valued Here
First Pac 's NAV discount has significantly narrowed, and is around the lowest since early 2018. Tight for a multiple cross-border, difficult to...
598 Views
PointsBet (PBH AU): Mixi Bumps, Again, And Declares Terms Final
Trading 2.4% adrift of terms as I type. Not bad - this is unconditonal. If in, stay in. Still an outside chance of a potential bump if Mixi clears...
505 Views
Merger Arb Mondays (18 Aug) - Santos, Shibaura, ENN Energy, Kangji, OneConnect, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
968 Views