Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
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Moya Holdings: 21 Nov EGM For Salim’s Exit Offer
Trading at a 3.4%/46% gross/annualised spread assuming late November payment. That's attractive, although this is not a super liquid arb situation.
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Moya Holdings: Anthoni Salim's Exit Offer
Trading at a 3.4%/17.0% gross/annualised spread assuming late November payment. That looks attractive, although this is not a super liquid arb...
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(Mostly) Asia M&A: January 2020 Roundup
For the month of January, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$16bn. Clicking on the company...
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Last Week in Event SPACE: Pharmaron, TOPIX Reorganisation, 2019 M&A Round-Up
Last Week in Event SPACE ... At a 33% A-H premium, there should be upside for Pharmaron Beijing Co Ltd-H (3759 HK)'s H shares when referenced...
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