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...
403 Views
Fosun Tourism (1992 HK)'s Scheme Buyback Vote On The 4th March
This is a clean deal. Assuming payment early April, I'd pay up to HK$7.67/share for a gross/annualised return of 2%/15%.
431 Views
APAC Healthcare Weekly (Feb 9)- Daiichi Sankyo, Astellas, SanBio, IHH, Henlius Biotech, Dr. Reddy’s
APAC healthcare companies continued to get approvals for new products and initiates clinical trials. The companies continued with acquisitions and...
827 Views
(Mostly) Asia-Pac M&A: Shibaura, Tecnos, Insignia Fin., Fosun Tourism, Fuji Soft, Shin Kong/Taishin
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
616 Views
Pentamaster (1665 HK): 28th Feb Vote On Parent's Offer
This looks done. If small illiquid arbs are your bent, I'd pay up to HK$0.98/share for a gross/annualised return of 1.9%/15%. Currently trading at...
515 Views