Merger Arb Mondays (15 Sep) - Santos, Soft99, Technopro, Mandom, Shengjing Bank, Dongfeng Motor
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
620 Views
(Mostly) Asia-Pac M&A: Evergrande Property Services, Mandom, Digital Hold., Topcon, Furukawa Battery
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
502 Views
NIO (NIO US/9866 HK): An Opportunistically Timed US$1 Billion Raise
While NIO continues to target a break-even in 4Q25 and reduce its cash burn, the valuation is stretched. A history of false dawns and intensifying...
772 Views
Merger Arb Mondays (08 Sep) - Kangji, OneConnect, Ashimori, Pacific Ind, RPM, Santos, Zeekr
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views
Weekly Deals Digest (07 Sep) - Pacific Industrial, Ashimori, Shibaura, Kangji Medical, Chery, Hesai
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
683 Views