Merger Arb Mondays - Yashili, Razer, 51Job, Uniti, Link, Sezzle, Guodian
This week, the highest gross spreads are Yashili (41.2%), Razer (19.2%), 51 Job (16.0%), Uniti Group (9.8%), Link (8.6%), Sezzle (7.0%), Guodian...
332 Views
Guodian Tech (1296 HK)’s Pre-Conditional Offer
This looks done - play the spread here. Assuming payment mid-June, I would pay up to HK$1.00/share or a gross/annualised spread at 7%/19%.
290 Views
AKM Industrial (1639 HK): SASAC and Xiamen Government-Backed Pre-Conditional Offer
This transaction looks done. At HK$1.68/share, AKM is currently trading at a gross/annualised spread of 8.3%/19.5%, assuming late 2Q22 completion,...
338 Views
Asia-Pac Weekly Risk Arb Summary: Razer, Crown Resorts, Katakura, Ausnutria, API, Irongate
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
305 Views
Lanzhou Zhuangyuan Pasture (1533 HK): Possible H-Share Delisting Offer
PRC-Diary farmer Lanzhou Zhuangyuan Pasture (1533 HK) is proposing to buy back its H-shares, in cash. No price was cited in the HKEx announcement....
353 Views