Seven & I Holdings (3382 JP): Uncomfortable Truths
The statements underscore the Board’s serious doubts about securing US antitrust approval. The significant discrepancies in the engagement timeline...
313 Views
DN Solutions IPO: The Bear Case
The bear case rests on tepid growth due to volume declines, early indications of margin pressure, rising cash conversion cycle, and mid-tier FCF...
359 Views
Gold Road (GOR AU): Rejects an NBIO from Gold Fields (GFI US)
The proposal is a logical consolidation to eliminate dis-synergies. The offer, while not a knockout bid, is reasonable. The offer disclosure will...
378 Views
Merger Arb Mondays (24 Mar) - HKBN, ESR, Canvest, Vesync, Seven & I, Proto, Makino, Spartan
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
378 Views
Weekly Deals Digest (23 Mar) - CK Hutchison, Canvest, ENN Energy, HKBN, Fengxiang, Spartan, DN Sols
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
361 Views