Last Week in Event SPACE: Toyota, Rio Tinto, Hainan Meilan, Fujitsu General
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
987 Views
(Mostly) Asia-Pac M&A: Ainsworth Game, Bright Smart, PointsBet, Dickson Concepts, Canvest, Shibaura
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
599 Views
The Skew in the Tsuruha-Welcia-Aeon Combination
Tsuruha is trading 5+% through its merger terms with Welcia. This is probably due to the latent possibility that Orbis and/or others will mount a...
5k Views
Merger Arb Mondays (28 Apr) - Seven & I, Shibaura, Makino, Bright Smart, ENN Energy, Tam Jai
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1.1k Views
JAFCO (8595) Good Results, Higher Div, Buyback, More Plans; Not Quite There, But Maybe Will Be Later
JAFCO yesterday announced results, a higher div, a buyback, and higher ROE target, along with a business sale to help them along. Sounds great. The...
650 Views