Last Week in Event SPACE: NTT Data, Origin Energy, Toyo Construction, Haidilao, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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(Mostly) Asia-Pac Weekly Risk Arb Wrap: St Barbara/Genesis, Tyro, Yashili, Acotec, Okk Corp/Nidec
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
611 Views
Yashili/Mengniu: Are We There Yet?
The Dumex China sale should be straightforward, but appears to be held up by bureaucratic red tape. However, there is every indication the sale is,...
783 Views
Yashili (1230 HK): Monthly Update Suggests that Pre-Condition Satisfaction in the Final Leg
The wording of the update suggests that the pre-condition should be satisfied soon. The downside is low as both Danone and Mengniu can waive...
588 Views
Merger Arb Mondays (12 Dec) - Nitro, Tyro, Bigtincan, Warrego, Genex, Elmo, Golden Energy
This week, the highest gross spreads are VNET (58.6%), Alliance Aviation (54.7%), Genex (47.1%), Bigtincan (41.6%), Golden Energy (27.2%), Origin...
1.6k Views