Aequitas: AVATR Global Pre-IPO - The Positives - Rapid Sales Ramp Up,
AVATR Technology is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
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BYD (1211 HK / 002594 CH) Earnings 27 March: Expected Move, Volatility Dynamics, Dividend Outlook
BYD (1211 HK, 002594 CH) set to report Q4 2025 results with options markets predicting larger moves than historical average, offering insights...
371 Views
(Mostly) Asia M&A, Dec 2025 Wrap: ANE Cayman, Mandom, Predictive Discovery, Hogy Medical
For the month of Dec, 5 new deals were discussed on Smartkarma with an overall deal size of just ~US$3bn. The average premium for the new deals...
385 Views
Low Keng Huat (LKH SP)'s Clean MBO
The Circ is now out. The IFA (in its 36 page report beginning on page 32 of the PDF) says "not fair but reasonable". The first close is the 14th...
539 Views
Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
681 Views