Intouch's NAV Discount Not Supported By Higher Look-Through Payout
I'd be shorting Intouch here and buying AIS. I think a more reasonable discount to NAV is >20%. Gulf's holding remains problematic though, and...
313 Views
Merger Arb Mondays (22 Aug) - Link, Alliance, Nearmap, Genex, Ramsay, Lifestyle, EVOC, Giordano
This week, the highest gross spreads are VNET (58.4%), Alliance Aviation (35.7%), Ramsay (19.2%), Infomedia (13.3%), ResApp (12.4%), Lifestyle...
340 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Fraser Hospitality, Nearmap, Net Marketing, Tassal, Genex
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
338 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
224 Views
Merger Arb Mondays (15 Aug) - Lifestyle Intl, EVOC, Giordano, Yashili, Alliance Aviation, ResApp
This week, the highest gross spreads are VNET (52.4%), Alliance Aviation (39.7%), Ramsay (22.3%), ResApp (12.4%), Infomedia (11.5%), Lifestyle...
377 Views