Sell AAG (2686 HK). A Revised Scheme Will Fail
The only potential positive here is if AAG/Xintai were to pay out a special dividend. In addition to the Offer Price. That's a big ask. AAG is...
423 Views
AAG Energy (2686 HK): AGM Results Suggest a Scheme Fail Was Inevitable
The AGM voting shows that Xinjiang Xintai will struggle to pass the scheme even if the record date is changed and some NO votes are invalidated....
320 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...
464 Views
Weekly Deals Digest (30 Apr) - AAG, HKBN, Blackmores, Lian Beng, Horizon Construction, Mankind
Last week, notable developments occurred in Event-Driven (Blackmores, United Malt, AAG, HKBN, Metro Pacific Investments, Lian Beng) and ECM...
406 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...
405 Views