Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
619 Views
Weekly Deals Digest (06 Apr) - Skyworth, HKBN, Makino, Avjennings, Domain, Dropsuite, Dada Nexus
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
550 Views
Skyworth Group (751 HK)'s Latest Partial Buyback. Thoughts On Proration
If the price gets (even) closer to the tender price, assuming investors want to come out short and expect no surprise shift in proration, it's...
608 Views
Skyworth (751 HK): Another Buyback
The buyback is likely a precursor to an eventual privatisation offer. Although the offer is unattractive, the vote will pass. The minimum proration...
642 Views
CNBM (3323 HK): A Closer Look At Proration
I'm estimate ~35% proration, implying a back-end breakeven price of HK$3.77/share. You could long tender here versus borrow and tender, IF the back...
1.1k Views