Shanghai Fosun Pharmaceutical (2196.HK) - Performance Pain Points and Henlius’ Privatization Outlook
​Fosun Pharma's investment-driven business model relies heavily on subsidiaries.Privatization of Henlius may face uncertainties if not prioritized...
652 Views
Merger Arb Mondays (09 Dec) - HKBN, ESR, Lifestyle China, GA Pack, Latin Res, De Grey, SG Fleet
This week, the highest gross spreads are Lifestyle China (21.7%), Arcadium Lithium (11.4%), Henlius (11.1%), ESR (9.2%), Get Nice (8.7%), Canvest...
771 Views
(Mostly) Asia-Pac M&A: De Grey Mining, HPI, SG Fleet, Malaysia Airports, MPHB, Suntec REIT
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
718 Views
(Mostly) Asia M&A, Nov 2024: Net One System, Amcor/Berry, I D & E Holdings, SG Fleet, Macromill
For Nov 2024, 14 new transactions were discussed on Smartkarma with an overall deal size of ~US$15bn. The ave. premium for these new transactions...
424 Views
Merger Arb Mondays (02 Dec) - Shinko, WealthNavi, AVJennings, SG Fleet, Latin Res, Get Nice, GA Pack
This week, the highest gross spreads are WealthNavi (43.6%), Henlius (14.4%), Shinko Electric (12.8%), Get Nice Financial (12.8%), Arcadium Lithium...
702 Views