Merger Arb Mondays (29 May) - Yitai, AAG Energy, Hailan, InvoCare, Silk Laser, Toyo Construction
This week, the highest gross spreads are 111 (44.1%), Estia Health (19.0%), United Malt (18.8%), HKBN (15.6%), Hailan (8.7%), Origin Energy (7.5%),...
377 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Toyo Construction, Silk Laser, Sing Tao, GK Goh Holdings
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
396 Views
Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
472 Views
Merger Arb Mondays (22 May) - HKBN, Newcrest, InvoCare, United Malt, Golden Energy, Penguin, Shinsei
This week, the highest gross spreads are 111 (32.1%), Estia (16.7%), HKBN (14.3%), United Malt (12.9%), Hailan (8.7%), AAG Energy (7.6%), Origin...
466 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: InvoCare, Newcrest/Newmont, Penguin Int'l, Golden Energy
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
416 Views