Yashili (1230 HK): Monthly Update Suggests that Pre-Condition Satisfaction in the Final Leg
The wording of the update suggests that the pre-condition should be satisfied soon. The downside is low as both Danone and Mengniu can waive...
494 Views
Merger Arb Mondays (05 Dec) - Origin Energy, OZ Minerals, Genex, Bigtincan, Pendal, Golden Energy
This week, the highest gross spreads are VNET (65.0%), Alliance Aviation (55.7%), Genex (47.1%), Golden Energy (31.5%), 111 (27.1%), Origin Energy...
1.6k Views
Yashili’s Widening Spread Is an Opportunity
While the pre-condition should be satisfied, both Danone and Mengniu have the incentive and the ability to waive conditions to satisfy the pre...
272 Views
Yashili’s Pre-Condition EGM Approval Secured
The remaining pre-condition is low risk and will likely be completed soon. Interims on 24 August. At last close and for a November completion, the...
348 Views
Yashili: 16th August EGM To Vote On Three SPAs
HK$1.20/share will get up. At a 11% gross spread to terms, and potential completion in the 4Q22, I'd be a buyer of Yashili here.
333 Views