In today’s briefing:
- Last Week In Event SPACE: Mandarin Oriental, Light & Wonder, Cathay Pacific, DeNA
- Mostly) Asia-Pac M&A: Mayne Pharma, Meilan Airport, ReNew Energy Global, Mandom, Restaurant Brands
Last Week In Event SPACE: Mandarin Oriental, Light & Wonder, Cathay Pacific, DeNA
- It’s fair bet Matheson (JM SP) opted for a Scheme for Mandarin Oriental (MAND SP) to avoid a repeat of the appraisal rights afforded Jardine Strategic (JS SP)‘s dissentient shareholders.
- On Light & Wonder (LNW AU/LNW US) giving up its US listing, short the Aussie line at A$124+ or the US line at US$79+. Expect more pressure early this week.
- Qatar Airways books a loss on its eight-yar investment as Cathay Pacific Airways (293 HK) moves to take out its 9.57% stake.
Mostly) Asia-Pac M&A: Mayne Pharma, Meilan Airport, ReNew Energy Global, Mandom, Restaurant Brands
- I tally 37 – mostly firm, mostly Asia-Pac – arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrcis and upcoming events are detailed below.
- Surprisingly, no new deals were discussed on Smartkarma this week.
- Key updates/news also took place on: Mayne Pharma (MYX AU), Hainan Meilan International Airport (357 HK), ReNew Energy Global (RNW US), Mandom Corp (4917 JP), and Restaurant Brands (RBD NZ).
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