Chilled & Frozen Logistics (9099 JP): Irrational Exuberance Takes Hold
The shares have reached stratospheric levels on the expectation of a bidding frenzy. However, a white knight “winning” bidder would struggle to...
384 Views
Last Week in Event SPACE: Mitsui Matsushima, L'Occitane, Prosus/Tencent, EOFlow
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
461 Views
(Mostly) Asia-Pac M&A: KFC Holdings Japan, Shanghai Henlius, Alumina, BHP/ Anglo American, SciClone
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
477 Views
Chilled & Frozen Logistics (9099) Gone Ballistic - Reminder of Structure, Price, and Incentives
C&F Logistics is now up 175% from pre-AZ-Com bid, and up 83% vs the AZ-Com bid which was up 50% from undisturbed. I don't think bidders need to go...
516 Views
Merger Arb Mondays (20 May) - L'Occitane, China TCM, SciClone, Malaysia Airports, I'rom, Hollysys
This week, the highest gross spreads are HEC Pharma (84.7%), Hollysys (16.5%), QV Equities (9.1%), Ansarada (8.7%), Malaysia Airports (8.3%), China...
424 Views