Tam Jai (2217 HK): Toridoll (3397 JP)'s Excellent Offer
This is done. No competing Offer will emerge. If payment on or around mid-July, and small-cap arbs are your thing, I'd pay up to HK$1.49/share for...
1.1k Views
Soundwill Holdings (878 HK): Privatisation Expected From The Controlling Family
Despite Soundwill's illiquidity, the controlling family probably still needs to offer a premium of 50%-75%. Not just to account for the low P/B...
827 Views
Merger Arb Mondays (17 Feb) - HKBN, Fosun Tourism, Get Nice, 7&I, Shibaura, Kaonavi, Paragon
This week, the highest gross spreads are Kaonavi (84.0%), Lifestyle China (18.1%), Seven & I (14.7%), Smart Share (8.7%), ESR (6.9%), Vesync...
699 Views
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...
638 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...
759 Views