Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
Goodbaby (1086 HK): Founder's Fair Offer
This is likely done. If illiquid arb are your bent, I'd buy up to HK$1.40/share, for a 6%/15% gross/annualised return, assuming a four-month off...
160 Views
Merger Arb Mondays (28 Sep) - Kakaku, Sankei RE, Kadoya, Leopalace, Goodbaby, Z Fin, Yinson, Peet
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
120 Views
Malaysian Banks; Narrowing Down Our Buy to Only RHB Bank, Lifting Sell on Maybank
We stick with RHB Bank only as our buy in Malaysian banks, for its value attributes; we downgrade CIMB and PB Bank to neutral from buy ratings, and...
123 Views