GAPack (468 HK): Additional Thoughts On Mengniu Selling
China Mengniu can simply sell its entire stake to XJF; but not above the Offer Price. So what's stopping Mengniu if they appear to be selling down?
568 Views
PA Gooddoctor (1833 HK)'s Unconditional MGO
If in for the arb and opting for scrip, I 'd have exited, or exiting my initial buy-in. If in for the arb and took cash, I'd also would have...
613 Views
WH Group (288 HK): Smithfield's IPO Doc Now Out
WHG could surprise the market with a higher than expected IPO price. I doubt it. Even applying a high-end value for Smithfield of ~US$10bn, a ~38%...
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Boqi Env (2377 HK): Takeaways From The Partial Offer
~45% of the public shareholders tendering has been a useful benchmark in past Hong Kong Partial Offers, and so it was again for Boqi.
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Insignia Financial (IFL AU): CC Capital Wades In With A $4.30/Share NBIO
Terms are non-binding. I think IFL should engage here. However, I'm not confident Tanarra is willing to kick out at a 7.5% premium to Bain's terms.
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