Kangji Medical (9997 HK): Speedy Turnaround On Pre-Cons
I still expect this Offer to get up. Trading wide at 5.5%/20.3% gross/annual., assuming payment shortly before Xmas. Given terms are not, by any...
489 Views
Joy City Property (207 HK): Privatisation Through a Low-Ball Share Buyback
The offer implies a P/B of 0.3x. While there are mitigating factors which lower the vote risk, there are several similarities to the failed...
754 Views
Last Week In Event SPACE: Prosus/Tencent, Japan Post Bank, CK Holdings, Seven & I
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...
922 Views
(Mostly) Asia-Pac M&A: Pacific Ind., Insignia Fin., PointsBet, New World Res., Frasers Hospitality
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
696 Views
Dickson Concept (113 HK): More Minority Teeth Bared As Another Scheme Fails
This is a consistently profitable company. The undisturbed price was $4.78. Yet the HSI is up ~12.8% since the Offer was announced, so perhaps...
836 Views