Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Index Rebal Trades & Special Situations

Mainstream (MAI AU): Three-In-A-Row! Bullseye!

Quiddity M&A: Australia Foreign Investment Reforms

Mainstream (MAI AU): More Competition Forces SS&C to Bump

Mainstream (MAI AU): Massive Overbid by SS&C, Now Vistra Has to Respond

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<p>Australian small-cap Telco company <a href="https://www.smartkarma.com/entities/5g-networks-ltd-australia" target="_blank" data-smartkarma-citation="entities:30406:1" rel="noopener">5G Networks Ltd/Australia (5GN AU)</a> and related company <a href="https://www.smartkarma.com/entities/webcentral-grp-ltd" target="_blank" data-smartkarma-citation="entities:15203:1" rel="noopener">Webcentral (WCG AU)</a> announced on Friday that they have agreed to merge in a <a href="https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02396172-2A1310324?access_token=83ff96335c2d45a094df02a206a39ff4" target="_blank" rel="noopener">Scrip Transaction</a> that will see 5GN shareholders receive 2 WCG shares per 5GN share. </p><p>The companies claim that the Merger will "<em>create a larger entity with a single shareholder base propelling the company towards ASX300 status</em>".   </p><p>The Deal is conditional on shareholder approvals from both companies and is expected to be completed in late-October 2021. </p><div><p><em>More below the fold. </em></p></div><hr><div><div><div class="content-remarks"><p>For more information about M&amp;A rules, regulations, and practices in Australia, please refer to <a href="https://www.smartkarma.com/insights/quiddity-australia-m-a-guide-2019" target="_blank" data-smartkarma-citation="insights:30118" rel="noopener">Quiddity Australia M&amp;A Guide 2019</a> and <a href="https://www.smartkarma.com/insights/quiddity-m-a-australia-foreign-investment-reforms" target="_blank" data-smartkarma-citation="insights:40210" rel="noopener">Quiddity M&amp;A: Australia Foreign Investment Reforms</a> </p></div></div></div>

Australian small-cap Telco company 5G Networks Ltd/Australia (5GN AU) and related company Webcentral (WCG AU) announced on Friday that they have agreed to merge in a Scrip Transaction that will see 5GN shareholders receive 2 WCG shares per 5GN share. The companies claim that the Merger will "create a larger entity with a single shareholder base propelling the company towards ASX300 status".   The Deal is conditional on shareholder approvals from both companies and is expected to be completed in late-October 2021. More below the fold. For more information about M&amp;A rules, regulations, and practices in Australia, please refer to Quiddity Australia M&amp;A Guide 2019 and Quiddity M&amp;A: Australia Foreign Investment Reforms 

Webcentral - 5GN Merger: A Small-Cap Merger Aimed at ASX300 Status