(Mostly) Asia M&A, Feb 2024: Lawson, Altium, CSR, TCM, Boral, APM, Roland DG, Ssangyong Cement
For the month of February, 20 new deals were discussed on Smartkarma with an overall deal size of ~US$20bn. The average premium for the new deals...
3.2k Views
Merger Arb Mondays (26 Feb) - China TCM, Azure, A2B, Boral, CSR, Outsourcing, Snow Peak, Genetron
This week, the highest gross spreads are Probiotec (10.2%), JSR (7.6%), Shinko Electric (7.6%), CSR (7.4%), China TCM (7.2%), Lithium Power (6.5%),...
1k Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Boral, CSR, Ansarada, TCM, Snow Peak, Azure Min, Genetron
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
617 Views
Snow Peak (7816) - Bain Deal at ¥1,250 - 46% Premium Is Nice, Not A Home Run
The Bain MBO for Snow Peak is 55/45 Bain/family. And the details out show strong forecasts for growth. Given those forecasts, this 46% premium is...
640 Views
Merger Arb Mondays (19 Feb) - Outsourcing, JSR, Shinko, YSK, Vinda, Altium, Azure, Ansarada
This week, the highest gross spreads are Probiotec (11.0%), Shinko Electric (7.7%), Genetron (7.1%), JSR (6.8%), Lithium Power (4.6%), Altium...
546 Views