Henlius (2696 HK): Here Comes The Scrip Option
This is trading wide-ish at 8.8%/28.8% currently (assuming mid-Nov payment), ostensibly due to the timing on the regulatory approvals - TCM (570...
562 Views
Henlius Biotech (2696 HK): Fosun Pharma's "Fair" Offer
I'd be buying Henlius up to around $23.30 or a gross/annualised spread of 5%/15%, assuming early mid-November completion.
460 Views
(Mostly) Asia M&A, Mar 2024: Chilled & Frozen, TDCX, MMA Offshore, JSR, Roland DG, SciClone
For the month of March, 8 new deals were discussed on Smartkarma with an overall deal size of ~US$4bn. The average premium for the new deals...
455 Views
Merger Arb Mondays (11 Mar) - Shinko, JSR, Azure, Genex, OreCorp, Hollysys, CPMC, Vinda
This week, the highest gross spreads are APM (18.7%), Probiotec (10.9%), Genex Power (10.0%), China TCM (6.5%), Genetron (5.7%), Alumina (5.3%),...
450 Views
(Mostly) Asia-Pac M&A: Genex, Alumina, Azure Minerals, Vinda, JSR Corp, Shinko Electric Industries
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
495 Views