Weekly Deals Digest (21 Jul) - Intouch/Gulf, China TCM, Huafa, Samson, Zhihu, Asics, Kokusai, Timee
Last week, notable developments occurred in Event-Driven (China TCM, Huafa, Samson, Zhihu, Intouch/Gulf, Legend Biotech, Capitol/Integral) and ECM...
414 Views
(Mostly) Asia-Pac M&A: AIS/Thaicom, Capitol Health, Alumina, Ansarada, TCM, CPMC, Fancl, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
497 Views
Capitol Health (CAJ AU)/Integral Diagnostics (IDX AU): An Improved Image - Now Firmed
I'm not entirely comfortable with ACCC risk here. Without that comfort, I'd avoid the arb. I'd be looking at Healius (HLS AU) on the back on this...
292 Views
Capitol Health (CAJ AU): Binding Merger with Integral Diagnostics (IDX AU)
No substantial shareholder has vocally opposed the merger, and the offer price is attractive. The key risk is if Integral becomes a takeover...
365 Views
Merger Arb Mondays (15 Jul) - China TCM, Canvest, Henlius, Hollysys, Second Chance, Anasarda, Rex
This week, the highest gross spreads are HEC Pharma (134.8%), China TCM (32.2%), Canvest (13.4%), A8 New Media (12.5%), Asia Cement (11.8%), GA...
451 Views