Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New World, ENN Energy, HKBN, Fengxiang
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
878 Views
(Mostly) Asia-Pac M&A: Talkmed, Jilin Jiutai Bank, Insignia, Silk Logistics, Fengxiang, Nissin, VIOL
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
537 Views
Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
270 Views
TalkMed (TKMED SP)'s Super Clean Scheme
Super clean deal - 82.99% of the register are supportive. Trading tight at 1.3%/8.4% gross/annualised. If illiquid arbs are your bag, and not in,...
300 Views
Last Week In Event SPACE: Krungthai Card, VIOL, Melco, Singapore Post
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
591 Views