Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>There are currently 46  - mostly firm - transactions currently being discussed and analysed on Smartkarma. </li>
<li>One new deal this week: Blackstone and affiliates are offering shareholders of <strong><a href="https://www.smartkarma.com/entities/crown-resorts-ltd" target="_blank" data-smartkarma-citation="entities:808:1" rel="noopener">Crown Resorts (CWN AU)</a></strong> A$12.50/share in cash, a 26.2% premium to last close.</li>
<li>Keys updates took place for: <strong><a href="https://www.smartkarma.com/entities/singapore-press-holdings-limited" target="_blank" data-smartkarma-citation="entities:9952:1" rel="noopener">Singapore Press Holdings (SPH SP)</a></strong> and <strong><a href="https://www.smartkarma.com/entities/shinsei-bank-ltd" target="_blank" data-smartkarma-citation="entities:16897:1" rel="noopener">Shinsei Bank (8303 JP)</a></strong>.</li>
</ul>


There are currently 46  - mostly firm - transactions currently being discussed and analysed on Smartkarma. 
One new deal this week: Blackstone and affiliates are offering shareholders of Crown Resorts (CWN AU) A$12.50/share in cash, a 26.2% premium to last close.
Keys updates took place for: Singapore Press Holdings (SPH SP) and Shinsei Bank (8303 JP).


Asia-Pac Weekly Risk Arb Summary:  Crown Resorts, Singapore Press, Shinsei Bank

<ul>
<li>There are currently 49  - mostly firm - transactions currently being discussed and analysed on Smartkarma. </li>
<li>New deals this week include: <strong><a href="https://www.smartkarma.com/entities/quantum-health-group-limited" target="_blank" data-smartkarma-citation="entities:9494:1" rel="noopener">Quantum Health Group (QTM AU)</a></strong>, <strong><a href="https://www.smartkarma.com/entities/toppan-forms-co-ltd" target="_blank" data-smartkarma-citation="entities:5061:1" rel="noopener">Toppan Forms (7862 JP)</a></strong>, <strong><a href="https://www.smartkarma.com/entities/katakura-industries-co-ltd" target="_blank" data-smartkarma-citation="entities:2007:1" rel="noopener">Katakura Industries (3001 JP)</a></strong>, and <strong><a href="https://www.smartkarma.com/entities/nissei-corp" target="_blank" data-smartkarma-citation="entities:10064:1" rel="noopener">Nissei Corp (6271 JP)</a></strong>.</li>
<li>Keys updates took place for: <strong><a href="https://www.smartkarma.com/entities/sydney-airport" target="_blank" data-smartkarma-citation="entities:19063:1" rel="noopener">Sydney Airport (SYD AU)</a></strong>,<strong><a href="https://www.smartkarma.com/entities/oil-search-ltd" target="_blank" data-smartkarma-citation="entities:773:1" rel="noopener">Oil Search Ltd (OSH AU)</a></strong>, <strong><a href="https://www.smartkarma.com/entities/kansai-super-market-ltd" target="_blank" data-smartkarma-citation="entities:15519:1" rel="noopener">Kansai Super (9919 JP)</a></strong>, <strong><a href="https://www.smartkarma.com/entities/nippo-corp" target="_blank" data-smartkarma-citation="entities:2583:1" rel="noopener">Nippo Corp (1881 JP)</a></strong>, and <strong><a href="https://www.smartkarma.com/entities/singapore-press-holdings-limited" target="_blank" data-smartkarma-citation="entities:9952:1" rel="noopener">Singapore Press Holdings (SPH SP). </a></strong>
</li>
</ul>


There are currently 49  - mostly firm - transactions currently being discussed and analysed on Smartkarma. 
New deals this week include: Quantum Health Group (QTM AU), Toppan Forms (7862 JP), Katakura Industries (3001 JP), and Nissei Corp (6271 JP).
Keys updates took place for: Sydney Airport (SYD AU),Oil Search Ltd (OSH AU), Kansai Super (9919 JP), Nippo Corp (1881 JP), and Singapore Press Holdings (SPH SP). 



Asia-Pac Weekly Risk Arb Summary: Sydney Airport, Oil Search, Nippo, Singapore Press, Toppan Forms

<div>
<p>This insight provides a quick summary of gross/annualised (where possible) spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and how those spreads have changed over the last week; plus the next hard events over the coming weeks.</p>
</div>
<div>
<p>I number 36, mostly firm, deals around the region.</p>
</div>
<div>
<p>More below the fold.</p>
</div>


This insight provides a quick summary of gross/annualised (where possible) spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and how those spreads have changed over the last week; plus the next hard events over the coming weeks.


I number 36, mostly firm, deals around the region.


More below the fold.


Asia-Pac Weekly Risk Arb Summary: Sydney Airport, Aussie Pharma, Milton, Shinsei Bank

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Daibochi Plastic & Packaging Industry / Event-Driven

Daibochi Plastic & Packaging Industry (DPP MK)

<p>On 13th September 2021, Malaysia based packaging material manufacturer and property developer <a href="https://www.smartkarma.com/entities/scientex-bhd" target="_blank" data-smartkarma-citation="entities:2408:1" rel="noopener">Scientex (SCI MK)</a> launched an <a href="https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=118460&amp;name=EA_GA_ATTACHMENTS" target="_blank" rel="noopener">Unconditional Voluntary Take-Over Offer</a> to buy all the remaining shares in their 61.88%-owned subsidiary <a href="https://www.smartkarma.com/entities/daibochi-plastic-packaging-industry-bhd" target="_blank" data-smartkarma-citation="entities:15164:1" rel="noopener">Daibochi (DPP MK)</a>.  </p><p>Scientex will pay RM2.70 per ordinary share and RM0.32 per warrant in cash. The Offer is for 124,784,759 ordinary shares (representing 38.12% of the total issued shares) and 26,137,985 warrants (representing 95.75% of the outstanding Warrants). The overall size of the Deal is approximately US$80mn. </p><div><p><em>More below the fold. </em></p></div><hr><div><div class="content-remarks"><p>For more information about M&amp;A rules, regulations, and practices in Malaysia, please refer to <a href="https://www.smartkarma.com/insights/quiddity-malaysia-m-a-guide-2019" target="_blank" data-smartkarma-citation="insights:30129" rel="noopener">Quiddity Malaysia M&amp;A Guide 2019</a> </p></div></div>

On 13th September 2021, Malaysia based packaging material manufacturer and property developer Scientex (SCI MK) launched an Unconditional Voluntary Take-Over Offer to buy all the remaining shares in their 61.88%-owned subsidiary Daibochi (DPP MK).  Scientex will pay RM2.70 per ordinary share and RM0.32 per warrant in cash. The Offer is for 124,784,759 ordinary shares (representing 38.12% of the total issued shares) and 26,137,985 warrants (representing 95.75% of the outstanding Warrants). The overall size of the Deal is approximately US$80mn. More below the fold. For more information about M&amp;A rules, regulations, and practices in Malaysia, please refer to Quiddity Malaysia M&amp;A Guide 2019 

Scientex - Daibochi: Unconditional Voluntary Take-Over Offer

Malaysia

Scientex Berhad is an investment holding company.  The Company, through its subsidiaries manufactures polyvinyl chloride (PVC), polyurethane leather sheetings, packaging materials, bricks, and automotive parts.  Scientex also operates in property investment, development, and leasing, as well as deals in securities.

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Scientex Bhd (SCI MK)

Asia-Pac Weekly Risk Arb Summary: Crown Resorts, Singapore Press, Shinsei Bank

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

Asia-Pac Weekly Risk Arb Summary: Sydney Airport, Oil Search, Nippo, Singapore Press, Toppan Forms

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

Asia-Pac Weekly Risk Arb Summary: Sydney Airport, Aussie Pharma, Milton, Shinsei Bank

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

Scientex - Daibochi: Unconditional Voluntary Take-Over Offer

Malaysia based packaging material manufacturer Scientex launched an Unconditional Voluntary Take-Over Offer to buy all the remaining shares in...

Janaghan Jeyakumar, CFA

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