Last Week in Event SPACE: Hitachi Transport, Shiga Bank, CP Food, AGL, Woodside/BHP, Yamada Denki
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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Yashili’s HK$1.20 Privatisation Offer from Mengniu
Mengniu will launch a pre-conditional privatisation offer at HK$1.20. The risk around the pre-conditions is low. At the last close, the gross...
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Yashili (1230 HK)'s Pre-Conditional Offer From Mengniu
HK$1.20/share will get up. I'd be a buyer here. I'd probably bid up to ~HK$1.13/share or a gross/annualised spread of 6.2%/15%.
1.1k Views
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%),...
719 Views
Merger Arb Mondays (25 Apr) - VNET, Yashili, Dongzheng AFC, Sezzle, Link, Razer, Ramsay Health
This week, the highest gross spreads are VNET (45.5%), Yashili (44.6%), Dongzheng AFC (39.1%), Sezzle (12.3%), Link (9.3%), Razer (7.6%), Ramsay...
485 Views