Merger Arb Mondays (27 Mar) - AAG Energy, Jiangnan, Toshiba, Toyo, Estia, Mincor, Golden Energy
This week, the highest gross spreads are Alliance Aviation (36.9%), 111 (31.9%), Genesis (23.8%), AAG Energy (15.6%), Tyro (13.1%), Estia (12.4%),...
411 Views
Last Week in Event SPACE: Toshiba, Toyota Industries, Meituan, Kingsoft, Rakuten Bank
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
507 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Healius, Mincor, Osstem, Golden Energy, S.M.Entertainment
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
489 Views
National Storage REIT Placement - Past Deals Have Done Well but Stock Looks Toppish
National Storage REIT (NSR AU) (NSREIT) aims to raise around US$200m (A$300m) via an institutional placement. In this note, we run the deal through...
494 Views
Merger Arb Mondays (20 Mar) - Toshiba, AAG Energy, Tyro, Newcrest, InvoCare, Pushpay, Golden Energy
This week, the highest gross spreads are VNET (153%), 111 (35.1%), Alliance Aviation (34.2%), Genesis (24.0%), Newcrest (12.9%), AAG Energy...
405 Views