Toshiba (6502) - Thinking About the Arb
Toshiba has seen shares rise a bit since Day1 post-anncmt ~6 weeks ago, but Peers have risen further and the earnings shift on forward consensus is...
719 Views
Merger Arb Mondays (01 May) - HKBN, AAG Energy, United Malt, Blackmores, Origin, Metro Pacific
This week, the highest gross spreads are 111 (34.3%), Estia (14.1%), United Malt (13.6%), AAG (12.8%), HKBN (8.5%), Origin Energy (6.6%), Toshiba...
482 Views
(Mostly) Asia M&A, April 2023: Arcland Service, Lian Beng, Silk Laser, Breaker Resources, Blackmores
For the month of April, 6 new deals were discussed on Smartkarma with an overall deal size of ~US$3bn. The average premium for the new deals...
416 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Blackmores, Metro Pacific, Invocare, AAG Energy, Jiangnan
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
412 Views
Merger Arb Mondays (24 Apr) - AAG Energy, Jiangnan, HKBN, Healius, Lian Beng, Toyo
This week, the highest gross spreads are 111 (35.1%), Estia Health (14.5%), AAG Energy (13.5%), United Malt (7.8%), Origin Energy (7.3%), Toshiba...
425 Views