Sankei Real Estate (2972 JP): Tosei/GIC Tender Offer at JPY125,000
The offer is attractive because it represents an all-time high, above book value (P/NAV of 1.15x) and above the midpoint of the IFA’s DDM and...
935 Views
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,...
209 Views
Asia-Pac Weekly Wrap: Haitong Unitrust, Xin Yuan Enterprise, Ingenia, Vault, Cleanaway, Baudroie
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
88 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,...
152 Views
Weekly Deals Digest (04 Oct) - Nikkon, BASE, Kakaku, PHC, Sankei RE, Northern Star, Ingenia
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
98 Views