Merger Arb Mondays (04 Jul) - Link Admin, Ramsay, DTAC/True, Australian Unity Office Fund, Yashili
This week, the highest gross spreads are Sezzle (51.7%), Link Admin (44.7%), VNET (33.1%), Alliance Aviation (29.4%), Ramsay (19.9%), AOF (14.7%),...
359 Views
Last Week in Event SPACE: Prosus/Naspers, Link Admin, Bank of Kyoto, Tassel, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
405 Views
(Mostly) Asia M&A: June 2022 Roundup
For the month of June, 12 new deals (firm and non-binding) were discussed on Smartkarma with an overall announced deal size of ~US$12bn. The...
321 Views
Link Net: Home Straight For Axiata's MTO
Currently, trading at a gross/annualised spread of 2.5%/12.8%, assuming mid-September payment. Though not as exciting as it was at the time of my...
369 Views
Merger Arb Mondays (27 Jun) - Ramsay Health, Link Admin, Link Net, True/DTAC, ResApp, Giordano
This week, the highest gross spreads are Sezzle (74.8%), Link Admin (49.1%), VNET (27.8%), Alliance Aviation (26.0%), Ramsay (22.4%), ResApp...
364 Views