ARA Logos (ALLT SP): ESR Bumps. Scheme Meeting Delayed
I don't see the revised terms swaying the proxy advisors. The recent voting for Soilbuild Business Space REIT's Scheme was very close. 89.32% voted...
321 Views
Asia-Pac Weekly Risk Arb Summary: Virtus Health, AKM, Yorkey, Dragon Crown
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
277 Views
Asia-Pac Weekly Risk Arb Summary: Razer, Crown Resorts, Katakura, Ausnutria, API, Irongate
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
334 Views
One Year After Failed Merger, A Pyrrhic Victory for Sabana's Unitholders?
In Dec 2020, Sabana's unitholders voted down a proposed merger with ESR-REIT. A year on, we look into Sabana and discuss whether its unitholders...
381 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
309 Views