IDT (167 HK): Expect Long-Dated MGO As Major Shareholder Placed In Receivership
Consumer electronics play IDT International (167 HK) is currently suspended pursuant to the Takeovers Code. But don't expect your usual Offer to...
687 Views
WeRide Secondary HK Offering - Is Relatively Cheaper but Lacks Momentum
WeRide (WRD US) plans to raise around US$350m in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics.
735 Views
Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look at Possible Trading Setup
Pony AI (PONY US) plans to raise around US$1bn in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics and possible...
820 Views
Seres Group H Share Listing: The Investment Case
Seres, a Chinese NEV manufacturer, has filed its PHIP for an H Share listing to raise US$1.5 billion. In this note, I discuss the investment case.
754 Views
Merger Arb Mondays (20 Oct) - ENN Energy, Joy City, Kangji, Mandarin, Soft99, Mandom, Makino
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
603 Views