Last Week In SPACE: Shinsei Bank, Warrego Energy, Korean Bank Activism, Japfa
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
550 Views
Thaicom: Gulf Energy’s Low-Balled MTO Now Open For Acceptances
I'd reverse the stub here and short Intouch, and long AIS. I see no obvious trade on Thaicom. Watch for the special dividend from Intouch.
608 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Xingda, Nitro, Chip Eng Seng, Traditional Chinese Medicine
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
455 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
341 Views
Singtel Holds The Key To Gulf Energy's Takeunder For Thaicom
This is a low-balled Offer from Gulf, Singtel can scupper the transaction. But would they want to be immersed in the politics overseeing the...
359 Views