(Mostly) Asia-Pac M&A: Pacific Ind., Insignia Fin., PointsBet, New World Res., Frasers Hospitality
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
696 Views
Dickson Concept (113 HK): More Minority Teeth Bared As Another Scheme Fails
This is a consistently profitable company. The undisturbed price was $4.78. Yet the HSI is up ~12.8% since the Offer was announced, so perhaps...
836 Views
Merger Arb Mondays (21 Jul) - ENN Energy, HEC Pharma, Shibaura, Abacus Storage, Insignia, Zeekr
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
845 Views
Curator's Cut: Japan Insurers Vs Banks, the State of the Chinese EV Sector & Asian Ports in Focus
​This Curator's Cut issue compares Japanese insurers vs banks amidst rising yields, the state of the Chinese EV sector and how Asian port operators...
903 Views
Last Week In Event SPACE: Seven & I, Krungthai Card, GMO Internet, Jardine Matheson
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
1.3k Views