Merger Arb Mondays (12 Jun) - Chindata, Mason, Yitai, Toshiba, Estia, Origin, Musgrave, Toyo
This week, the highest gross spreads are 111 (31.2%), Mason Group (20.7%), United Malt (17.1%), HKBN (16.7%), Silk Laser (13.2%), Chindata (12.5%),...
390 Views
Merger Arb Mondays (22 May) - HKBN, Newcrest, InvoCare, United Malt, Golden Energy, Penguin, Shinsei
This week, the highest gross spreads are 111 (32.1%), Estia (16.7%), HKBN (14.3%), United Malt (12.9%), Hailan (8.7%), AAG Energy (7.6%), Origin...
449 Views
Thai Beverage - 1HFY23 Results Slightly Above Expectations, Supported By Brown Spirits
Thai Beverage's announced 1HFY23 core PATMI of Bt16.1b (-1.2% y-o-y), slightly above our expectations. The better-than-expected performance was...
201 Views
Thai Beverage 1HFY23 Earnings Preview - Beer Segment Facing Headwinds
Despite higher tourist arrivals to Thailand, we reckon there is downside to our current beer segment estimates. Our estimates for the other...
205 Views
Merger Arb Mondays (15 May) - SBI Shinsei, Arteria, Toshiba, Yitai, Hailan, Allkem, Lian Beng
This week, the highest gross spreads are 111 (34.8%), ARTERIA (24.9%), Estia (21.5%), United Malt (13.9%), AAG Energy (8.8%), Hailan (8.7%),...
288 Views