Primer: Santos Ltd (STO AU) - Sep 2025
Santos is a key Australian oil and gas producer with a significant portfolio of LNG projects and a strong domestic market presence, positioning...
248 Views
Last Week In Event SPACE: Zijin Mining/Gold, Kokusai Electric, Santos, Krungthai Card
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...
4.6k Views
(Mostly) Asia-Pac M&A: Shibaura, ANE, Emeco, SmartPay, Humm, Jinke Smart Service, Soft99, Ci Medical
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
2.1k Views
SmartPay (SPY NZ/SMP AU): 14th October Vote On Shift4's Offer
Trading at a 3.4%/30.1% gross/annual. spread, ostensibly reflecting various large shareholders on the register who could push back on terms. If...
471 Views
Merger Arb Mondays (15 Sep) - Santos, Soft99, Technopro, Mandom, Shengjing Bank, Dongfeng Motor
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views