Henlius (2696 HK): LVC Won't Block. Buy Here & On Weakness
Trading wide at a 11.8% gross spread (using today's opening print) with expected payment around the third week of Feb. That's a buy here. I'd pay...
925 Views
Smart Share Global (EM US)'s MBO NBIO
Should a defintive agreement be inked, this is done. The risk to the trade, as with many US-listed China plays, is one of timing. Trading at a...
382 Views
(Mostly) Asia-Pac M&A: Insignia Financial, Arcadium, CPMC, GAPack, Haitong Sec., Shinko Electric
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
493 Views
VCredit (2003 HK): Offer Now Open. IFA Says Not Fair. Not Even Close
Unless you have some strong opinion on the back-end - I don't - this is an avoid. No one will tender into this Offer. Nothng to see here.
490 Views
Rio Tinto/Arcadium: Home Straight After CFIUS Nod
The key reg approvals have been satisfied. Any pullback on Trump blustering is a buy. Trading at a ~3.2% gross return for the Aussie line. That's...
471 Views