Go-To Arbs Amid Market Carnage
As global market roil, clean M&A deals come into focus. This insight briefly summarises those deals which are expected to comfortably complete,...
841 Views
Merger Arb Mondays (05 Aug) - Henlius, Asia Cement, Canvest, GA Pack, CPMC, A8, Fancl
This week, the highest gross spreads are HEC Pharma (123.7%), China TCM (36.1%), Asia Cement China (11.4%), Canvest (11.4%), Henlius (8.8%),...
548 Views
Update: Shinko Electric (6967) Shorter-Dated and Break Risk Small but GAP RISK Now Much Higher
In the recent market downturn, Ibiden has sharply underperformed Shinko Electric. There may be no new BREAK RISK but GAP RISK in case of break is...
654 Views
(Mostly) Asia-Pac M&A:Ansarada, Southern Cross Gold, A8 New Media, CPMC, Mandala Multifinance, Fancl
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
659 Views
(Mostly) Asia M&A, July 2024: Canvest, Furukawa, Arvida, Advanced Info, Sermsuk, Thaicom
The average premium for the new transactions announced (or first discussed) in July was ~31%. The average premium YTD is ~44%.
591 Views