Merger Arb Mondays (17 Jul) - Chindata, Eoflow, JSR, IMAX, Mason, Estia, Musgrave, Origin, InvoCare
This week, the highest gross spreads are 111 (27.5%), Chindata (15.0%), ENM (11.5%), Estia (9.6%), Poly Culture (7.8%), Costa (7.3%), Eoflow...
564 Views
Ohayo Japan | Weak Payrolls=Lower Rates; Weaker USD; NUGGET:Heat Pumps-The Future of Cooling/Heating
Weaker Payrolls drive rates down - a bit; Weaker USD; NKY Futs flat vs Cash; USDJPY 142.2; JP companies struggle to lift ROE due to expanding...
391 Views
Merger Arb Mondays (10 Jul) - JSR, Yachiyo, InvoCare, Costa, Musgrave, Metro Pacific, Healthway
This week, the highest gross spreads are 111 (38.6%), ENM (11.5%), Chindata (10.5%), Estia (9.2%), Poly Culture (8.2%), Costa (7.9%), Dali (7.8%),...
482 Views
(Mostly) Asia M&A, June 2023: DDH1, Dali Foods, NWS Holdings, JSR Corp, Lutronic, Chindata
For the month of June, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$9bn. The average premium for the new deals...
499 Views
Merger Arb Mondays (03 Jul) - Dali Foods, Poly Culture, NWS, Yitai, JSR, DDH1, Silk Laser
This week, the highest gross spreads are 111 (48.8%), United Malt (13.6%), Chindata (11.7%), ENM (11.5%), Tesserent (8.3%), Poly Culture (8.2%),...
585 Views