Weekly Deals Digest (21 May) - Yuexiu, Horizon Construction, Newcrest, InvoCare, Golden Energy
Last week, notable developments occurred in Event-Driven (InvoCare, Newcrest, United Malt, Golden Energy, Penguin) and ECM (Yuexiu, Tata Tech,...
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Golden Energy (GER SP): Minorities Should Hold Firm at the EGM on June 9
Minorities are in a strong position as DSS is required to abstain from voting on both resolutions. While the prospect of a bump is diminishing, the...
549 Views
Golden Energy: IFA Says Fair & Reasonable. It Is Neither
Trading just below the full cash-out option. The Widjaja Family is rolling the dice this just gets up. If not in (and already taken advantage of...
470 Views
Merger Arb Mondays (15 May) - SBI Shinsei, Arteria, Toshiba, Yitai, Hailan, Allkem, Lian Beng
This week, the highest gross spreads are 111 (34.8%), ARTERIA (24.9%), Estia (21.5%), United Malt (13.9%), AAG Energy (8.8%), Hailan (8.7%),...
305 Views
The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
281 Views