Skyworth (751 HK): Delisting/Spin-Off Terms Are Fair. Get Involved Here
IF this can wrapped up in seven months, and IF Skyworth Photovoltaic trades at ~9x trailing EV/EBITDA or HK$8.10/share all-in, this is trading at a...
626 Views
Skyworth (751 HK): A Long-Dated but Attractive Distribution and Share Buyback Scheme Proposal
While the offer is attractive, the appraised value of Skyworth Photovoltaic is optimistic - my estimated total value is HK$8.43 vs the IFA's...
643 Views
Asia-Pac Weekly Wrap: Haitong Unitrust, Xin Yuan Enterprise, Ingenia, Vault, Cleanaway, Baudroie
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
84 Views
Haitong Unitrust (1905 HK) Halted: Guotai Haitong Takeover Expected
Haitong Unitrust is suspended. Expect a privatisation Offer from Guotai Haitong (2611 HK), currently holding an 85% stake. Given recent price...
163 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views