TRUE : Hold Out Until Voluntary Tender Offer Phase
We maintain HOLD rating and TP of Bt5.09 based on TRUE’s voluntary tender offer price. The company incurred its largest ever quarterly loss of...
384 Views
Merger Arb Mondays (14 Nov) - Golden Energy, Perpetual/Pendal, Origin Energy, Warrego, Uzabase
This week, the highest gross spreads are Pendal (57.5%), Alliance Aviation (54.2%), Genex (47.1%), VNET (46.2%), 111 (28.0%), Golden Energy...
577 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Origin, Totoku Electric, Uzabase, Golden Energy, Perpetual
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
417 Views
Merger Arb Mondays (07 Nov) - Yashili, Fengxiang, Kingston, Pendal, Perpetual, ReadyTech, Nitro
This week, the highest gross spreads are Alliance Aviation (53.2%), VNET (43.1%), 111 (30.7%), Pendal (29.9%), Genex (25.0%), O2Micro (19.0%),...
377 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Perpetual, Nitro, Fengxiang, Pushpay, Singapore Medical
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
413 Views