Last Week in Event SPACE: Trend Micro, Furukawa, Melco, Ingenia/Lifestyle
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...
474 Views
(Mostly) Asia-Pac M&A: Paragon REIT, Kaonavi, Arcadium Lithium, Sun Art Retail, HKBN, and Seven & I
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
608 Views
NZME Limited (NZM NZ/AU): In Need Of A Good Story
Print media is a tough gig. Especially daily print media. NZME is not exactly trading "cheap" to peers. Unless someone was to step up with an...
351 Views
Australian Clinical Labs (ACL AU) / Healius (HLS AU): Round 2?
After heady days during Covid, demand has tapered, but higher operating costs remain. Consolidation makes sense. Healius is trading below it pre...
413 Views
Get Nice Financial (1469 HK)'s Scheme Vote On The 7th March
As of the 14th Feb, GNH is no longer shortable. Avoid the arb trade. A more interesting bet is GNH, at a 74% discount to NAV and 0.21x P/B. That...
351 Views