Last Week in Event SPACE: Japan Post/Japan Post Bank, Downer, HKBN, Golden Energy
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
620 Views
Yashili (1230 HK): Pre-Condition Satisfaction Likely Within 5 Business Days
This is a done deal and timing is the key risk. At the current price and for a late-May payment, the gross and annualised spread is 2.6% and 11.3%,...
508 Views
Yashili (1230 HK): Mengniu Offer Imminent As Key Sale Concludes
The Dumex China sale is done. The despatch of the Scheme Doc should occur around this time next month. Trading at a 5.3%/21.1% gross/annualised...
544 Views
(Mostly) Asia M&A, Feb 2023: Newcrest Mining, S.M Entertainment, Kanematsu, Nissin Electric
For the month of February, 14 new deals were discussed on Smartkarma with an announced deal size of ~US$23bn. The average premium for the new deals...
411 Views
Merger Arb Mondays (27 Feb) - Jiangnan, Origin Energy, Pushpay, Nitro, Norwest, Halcyon, Boustead
This week, the highest gross spreads are VNET (98.5%), Alliance Aviation (36.1%), 111 (30.7%), Golden Energy (13.0%), Origin Energy (10.1%), Toyo...
515 Views