51job’s Privatisation: Firm Offer Is Still The Wrong Price
I'd buy here. Given recent Cayman petitions, I would expect this pushback on pricing to continue here, which may avail smaller investors the...
406 Views
CBPO's Vote Gets Up But Dissenters Lurk
Currently trading at a gross/annualsed spread of 1.5%/7.5%. This assumes payment mid-May if assuming the negotiation process drags out to its full...
341 Views
What's Going On With Sina Corp?
Currently trading to terms. This is an avoid. The Offer is being done too cheaply, But unless you have already dissented, you are effectively...
590 Views
Shanghai/Shenzhen Connect Ideas: Duty-Free Shops, Yanghe, Wuliangye, Meinian (2019-07-12)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
582 Views
M&A: A Round-Up of Deals in January 2019
For the month of January, seventeen new deals were discussed on Smartkarma with an overall deal size of US$91bn, with ~81% of that figure from the...
1.2k Views