(Mostly) Asia-Pac M&A: Soul Patts/ Brickworks, Spartan Resources, PointsBet, ESR Group, Tam Jai
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
622 Views
Tam Jai (2217 HK): Toridoll (3397 JP)'s Excellent Offer. Still.
Trading at a 9.0%/42.2% a gross/annualised return. This should get up; but given the recent Soundwill and Goldlion failures, small, illiquid arbs...
762 Views
Tam Jai (2217 HK): Anxiety Creeps in Ahead of the Scheme Document
Arbs cannot afford another HK deal break on their books. Recent events have undoubtedly increased the scheme's vote risk, warranting a safety-first...
534 Views
(Mostly) Asia M&A, May 2025 Wrap: NTT Data, ZEEKR, MAC Copper, Torii, Mitsu. Shokuhin, SBI Sumishin
For the month of May, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$27bn. The average premium for the new deals...
559 Views
Merger Arb Mondays (02 June) - Seven & I, SBI Sumishin, Shibaura, Mayne, ENN Energy, HKBN, Zeekr
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
615 Views