Last Week in Event SPACE: Fast Retailing, Sigma, Takeda Pharmaceutical, WH Group
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...
569 Views
(Mostly) Asia-Pac M&A: Sigma Healthcare Dropsuite, Japfa, Dada Nexus, Malaysia Airports, Sanyo Steel
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
488 Views
Dropsuite (DSE AU): NinjaOne's A$5.90/Share Scheme
This is a clean deal. Trading tight at 3.1%/9.8% gross/annualised spread, assuming late May completion. If in, stay in. If small, illiquid arbs are...
540 Views
Dada Nexus (DADA US): JD.Com's US$2/ADS Non-Binding Offer
Given the indicative nature of JD.com's Offer, DADA is trading wide at a 11% gross spread to terms. I'd look to enter around here and on any pullback.
496 Views
Singapore Market Roundup (28-Jan-2025): Suntec REIT's FY2024 uncertain, lower estimates for FY2025-FY2026.
Analysts divided on Suntec REIT's FY2024 but lower estimates for FY2025-FY2026 with predictions for DBS at $49, UOB at $42, OCBC at $19, OUE REIT...
308 Views