Last Week In Event SPACE: Renault/Nissan, Toshiba, Golden Energy, Bilibili, Shinsei, Macau Casinos
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
617 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Elmo Software; Golden Energy, Kingston Financial, Pushpay
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
353 Views
DTAC/True Merger: NBTC Set to Decide on the Merger on 20 October
The current share price ratio of 8.873x vs implied swap ratio of 10.221x is the lowest since the announcement of the potential VTO. Buy the share...
330 Views
True/DTAC: NBTC's Last Roll Of The Dice?
Recommend going long DTAC short TRUE trade at the current price ratio, using a share ratio. If the deal breaks, you are long DTAC (6.1x forward EV...
287 Views
Merger Arb Mondays (10 Oct) - Lifestyle, Yashili, Eagle Cement, O2Micro, DTAC/True, Nearmap, PTB
This week, the highest gross spreads are VNET (55.9%), Shandong Fengxiang (54.8%), Alliance Aviation (48.4%), 111 (36.6%), Genex (16.3%), O2Micro...
443 Views