Merger Arb Mondays (30 Jan) - Kanematsu, Toyo, O2Micro, Origin Energy, Warrego, Tyro, Norwest
This week, the highest gross spreads are Alliance Aviation (38.5%), Kanematsu Electronics (32.9%), VNET (31.0%), Golden Energy (25.8%), Origin...
505 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Osstem, Warrego, Norwest Energy, Acotec, Sabana, Jafco, Toyo
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
869 Views
Tyro Payments (TYR AU): Bid Revived as Potentia Secures Due Diligence
Since the rejection of the offer, the FY2023 guidance has been upgraded and peers have re-rated. Therefore, Potentia can afford to be more generous...
603 Views
Tyro Offers Due Diligence To Potentia
A$1.50/share, it's 50% above the undisturbed price, with potentially ~24% up to Grok's revised competing Offer price. I'd be picking up some shares...
665 Views
Merger Arb Mondays (02 Jan) - Toyo Construction, Origin Energy, Warrego, Nitro, Fengxiang
This week, the highest gross spreads are Alliance Aviation (51.8%), VNET (44.6%), Golden Energy (28.2%), Genesis Minerals (26.1%), 111 (21.2%),...
663 Views