Primer: Xin Yuan Enterprises (1748 HK) - Oct 2026
Specialized Maritime Asset Profile and Cash Flow Durability: Xin Yuan Enterprises Group Ltd. operates a high-barrier niche fleet of asphalt...
83 Views
Xin Yuan Enterprises (1748 HK)'s Possible Hobson Choice
Liu's Offer appears geared to take advantage of investor fatigue. The question is whether Chen counters. All this may occur while shares remain...
91 Views
Xin Yuan (1748 HK): Resumption Likely, Min Acceptance Condition a Coin Toss for Liu's HK$2.21 VGO
Mr Liu's HK$2.21 precon VGO is a 25.6% premium to the last pre-suspension price. Trading looks likely to resume before the 30 October long-stop,...
95 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
195 Views
Weekly Deals Digest (11 Oct) - Taiyo, Arclands, BASE, PHC, Haitong Unitrust, Cleanaway, Ingenia/Peet
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
102 Views