Mostly) Asia-Pac M&A: SCSK Corp, AUB, Brainpad, ANE Cayman, Sumitomo Densetsu, Sumitomo Densetsu
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
878 Views
Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99, Ashimori, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
781 Views
Mostly) Asia-Pac M&A: Shibaura Elect., Larvotto, Minmetals Land, Lynch Group, Mandarin Oriental
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
715 Views
Joy City (207 HK): 17th November Vote On COFCO's Offer
Trading wide at a 3.8%/111.4% gross/annualised spread. To be expected. If small-cap illiquid arbs are your bent, get involved here. Otherwise, this...
546 Views
Minmetals Land (230 HK): An Offer Premium Of 179% To NAV? Yes Please
Clean deal. If small-cap illiquid arbs are your bent get involved here. I'd pay up to HK$0.95/share, assuming end of February 2026 payment.
592 Views