Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/singapore-press-holdings-limited" target="_blank" data-smartkarma-citation="entities:9952:1" rel="noopener">Singapore Press Holdings (SPH SP)</a>'s comments and answers about the SPH REIT Chain Offer may be misleading. </li>
<li>
<a href="https://www.smartkarma.com/entities/china-mengniu-dairy-co" target="_blank" data-smartkarma-citation="entities:354:1" rel="noopener">China Mengniu (2319 HK)</a> is in discussions regarding its holdings in <a href="https://www.smartkarma.com/entities/yashili-international-holdings-ltd" target="_blank" data-smartkarma-citation="entities:3397:1" rel="noopener">Yashili (1230 HK)</a> which may result in a number of "Potential Transactions", and may include a pre-conditional privatisation offer.</li>
<li>
<a href="https://www.smartkarma.com/entities/wh-group-ltd" target="_blank" data-smartkarma-citation="entities:13200:1" rel="noopener">WH Group (288 HK)</a> is two businesses - a US pork processor and a Chinese one - and both businesses are suffering lower margins than they'd like.</li>
</ul>



Singapore Press Holdings (SPH SP)'s comments and answers about the SPH REIT Chain Offer may be misleading. 

China Mengniu (2319 HK) is in discussions regarding its holdings in Yashili (1230 HK) which may result in a number of "Potential Transactions", and may include a pre-conditional privatisation offer.

WH Group (288 HK) is two businesses - a US pork processor and a Chinese one - and both businesses are suffering lower margins than they'd like.


Last Week in Event SPACE: Singapore Press, Yashili, WH Group, Uniti Group, Toshiba, China Conch

Travis Lundy

<ul>
<li>
<a href="https://www.smartkarma.com/entities/singapore-press-holdings-limited" target="_blank" data-smartkarma-citation="entities:9952:1" rel="noopener">Singapore Press Holdings (SPH SP)</a> has released a set of Q&amp;A for holders as we approach the 22 March EGM/Scheme Meeting.</li>
<li>Approval of both resolutions/votes is necessary to effect the Cuscaden Peak deal.</li>
<li>The comments and answer about the SPH REIT Chain Offer may be misleading. Take care of the details!</li>
</ul>



Singapore Press Holdings (SPH SP) has released a set of Q&amp;A for holders as we approach the 22 March EGM/Scheme Meeting.
Approval of both resolutions/votes is necessary to effect the Cuscaden Peak deal.
The comments and answer about the SPH REIT Chain Offer may be misleading. Take care of the details!


SPH Releases EGM/Scheme "Substantial & Relevant Questions" - Beware Chain Offer Comments

<ul>
<li>There are currently 43 - mostly firm - transactions currently being discussed and analysed on Smartkarma.</li>
<li>Two new deals this week: <a href="https://www.smartkarma.com/entities/far-eastone-telecomm-co-ltd" target="_blank" data-smartkarma-citation="entities:19488:1" rel="noopener">Far Eastone Telecomm (4904 TT)</a> merging with <a href="https://www.smartkarma.com/entities/asia-pacific-telecom-co-ltd" target="_blank" data-smartkarma-citation="entities:19657:1" rel="noopener">Asia Pacific Telecom (3682 TT)</a>; <a href="https://www.smartkarma.com/entities/zip-co-ltd-3708706d-4978-4e29-acbc-d9702b971da9" target="_blank" data-smartkarma-citation="entities:29126:1" rel="noopener">Zip Co Ltd (Z1P AU)</a> merging with <a href="https://www.smartkarma.com/entities/sezzle-inc" target="_blank" data-smartkarma-citation="entities:30969:1" rel="noopener">Sezzle Inc (SZL AU)</a>.</li>
<li>Key updates took place for: <a href="https://www.smartkarma.com/entities/singapore-press-holdings-limited" target="_blank" data-smartkarma-citation="entities:9952:1" rel="noopener">Singapore Press Holdings (SPH SP)</a>, <a href="https://www.smartkarma.com/entities/virtus-health-ltd" target="_blank" data-smartkarma-citation="entities:14776:1" rel="noopener">Virtus Health (VRT AU)</a>, <a href="https://www.smartkarma.com/entities/crown-resorts-ltd" target="_blank" data-smartkarma-citation="entities:808:1" rel="noopener">Crown Resorts (CWN AU)</a>, <a href="https://www.smartkarma.com/entities/total-access-communication" target="_blank" data-smartkarma-citation="entities:948:1" rel="noopener">Total Access Communication (DTAC TB)</a> / <a href="https://www.smartkarma.com/entities/true-corp-pcl" target="_blank" data-smartkarma-citation="entities:8:1" rel="noopener">True Corp (TRUE TB)</a> 
</li>
</ul>


There are currently 43 - mostly firm - transactions currently being discussed and analysed on Smartkarma.
Two new deals this week: Far Eastone Telecomm (4904 TT) merging with Asia Pacific Telecom (3682 TT); Zip Co Ltd (Z1P AU) merging with Sezzle Inc (SZL AU).
Key updates took place for: Singapore Press Holdings (SPH SP), Virtus Health (VRT AU), Crown Resorts (CWN AU), Total Access Communication (DTAC TB) / True Corp (TRUE TB) 



Asia-Pac Weekly Risk Arb Summary: Asia Pacific Telecom, Sezzle, Singapore Press, DTAC/True

<ul>
<li>The Cuscaden Scheme Composite Document is out. Finally. No points for the own time own target completion to the own time own target restructuring.</li>
<li>With the electronic despatch and an approximate timetable, last traded price gives 7.7% annualised agak agak. </li>
<li>At S$2.33, shareholders can lepak this to the close pretty easily. </li>
</ul>


The Cuscaden Scheme Composite Document is out. Finally. No points for the own time own target completion to the own time own target restructuring.
With the electronic despatch and an approximate timetable, last traded price gives 7.7% annualised agak agak. 
At S$2.33, shareholders can lepak this to the close pretty easily. 


Singapore Press Holdings - Aiyoh, Cuscaden Scheme No Chiong Finish. Sian. Money in May Agak Agak!

<ul>
<li>The Combination Cuscaden - Keppel Scheme Offer Meetings for <a href="https://www.smartkarma.com/entities/singapore-press-holdings-limited" target="_blank" data-smartkarma-citation="entities:9952:1" rel="noopener">Singapore Press Holdings (SPH SP)</a> shareholders should come imminently.</li>
<li>Time has passed and that should be worth something. Astute shareholders have likely already made their feelings known. Everyone should. </li>
<li>In the meantime, there is a good spread, with a put option on a portion of it, and the possibility of a little upside. </li>
</ul>


The Combination Cuscaden - Keppel Scheme Offer Meetings for Singapore Press Holdings (SPH SP) shareholders should come imminently.
Time has passed and that should be worth something. Astute shareholders have likely already made their feelings known. Everyone should. 
In the meantime, there is a good spread, with a put option on a portion of it, and the possibility of a little upside. 


SPH Shareholders - A Good Deal For Waiting (After a Good Deal of Waiting)

Singapore

Singapore Press Holdings is a diversified company that primarily invests in and manages properties, including retail malls and student accommodation, and operates aged care facilities. It previously held a significant media business, publishing newspapers, magazines, and books across various platforms. The company was founded in Singapore on August 4, 1984, with its headquarters in Singapore.

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Singapore Press Holdings (SPH SP)

Last Week in Event SPACE: Singapore Press, Yashili, WH Group, Uniti Group, Toshiba, China Conch

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

SPH Releases EGM/Scheme "Substantial & Relevant Questions" - Beware Chain Offer Comments

SPH Scheme and EGM Meetings will take place on 22 March. This deal is likely to get done. But the Q&A out today may be misleading. Be careful about...

Travis Lundy

Asia-Pac Weekly Risk Arb Summary: Asia Pacific Telecom, Sezzle, Singapore Press, DTAC/True

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

Singapore Press Holdings - Aiyoh, Cuscaden Scheme No Chiong Finish. Sian. Money in May Agak Agak!

SPH's EGM/Scheme Meetings for the Cuscaden Scheme are finally here, Sian. Expect it to pass. If REITs start an upturn, the REIT+cash portion terms...

Travis Lundy

SPH Shareholders - A Good Deal For Waiting (After a Good Deal of Waiting)

The Cuscaden/Keppel Offer Scheme Meetings For SPH Shareholders should come soon. There is a Chain Offer for SPH REIT meaning the current terms are...

Travis Lundy

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