Merger Arb Mondays (2 May) - Dongzheng AFC, Yashili, VNET, Sezzle, Link, Ramsay
This week, the highest gross spreads are Dongzheng AFC (48.7%), Yashili (41.2%), VNET (34.0%), Sezzle (21.9%), Link (8.7%), Ramsay (7.9%),...
724 Views
Chindata: Plenty of Upside Left
CD’s shares are down more than 65% since its IPO due to the ongoing regulatory crackdown and our analysis reveals that there is plenty of upside...
706 Views
Cloud Chronicles: Chindata Attracting Bytes
Although no formal sale process has occurred, Chindata is worth picking up here. Despite regulatory concerns, it is trading too cheaply to peers,...
632 Views
Chindata the Next Chinese ADR Privatisation Target?
Bloomberg claimed that Chindata is attracting takeover interest from GDS, PAG and EdgeConneX. A forward EV/EBITDA multiple of 8.9x, in line with...
781 Views
Merger Arb Mondays (18 Apr) - Yashili, VNET, Sezzle, Link Admin, Razer, Excelpoint, Guodian
This week, the highest gross spreads are Yashili (36.4%), VNET (21.4%), Sezzle (18.2%), Link (8.1%), Razer (7.6%), Excelpoint (3.0%), Guodian (2.9%)
856 Views