Upgrading Staples, Real Estate, and Health Care to Overweight; List of Concerns Continues to Grow
Upgrading Staples $XLP, Real Estate $XLRE, Health Care $XLV to Overweight; List of Concerns Continues to Grow; Dow $DJI, Equal-Weight S&P 500 $RSP,...
387 Views
Merger Arb Mondays (11 Aug) - Mayne, PointsBet, Infomedia, Ashimori, Toyo Const, HKBN, Joy City
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
425 Views
Merger Arb Mondays (04 Aug) - Santos, Joy City, HKBN, Krosaki Harima, Fujitec, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
395 Views
(Mostly) Asia M&A, July 2025 Wrap: Pacific Industrial, Johns Lyon, TalkMed, DD Group, Hanil Cement
For the month of July, 6 new deals were discussed on Smartkarma with an overall deal size of just ~US$4bn. The average premium for the new deals...
202 Views
Merger Arb Mondays (28 Jul) - Shibaura, Abacus Storage, Insignia, Mayne, Santos, ENN, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
680 Views