Merger Arb Mondays (25 Jul) - DTAC/True, Ramsay Health, Link Admin, VNET, Alliance Aviation
This week, the highest gross spreads are VNET (64.9%), Alliance Aviation (46.6%), Ramsay (23.0%), ResApp (21.7%), Yashili (13.2%), True Corp...
321 Views
DTAC/True Merger: Shares Decline on Noise About NBTC Subcommittees Voting Decision
We think this development results in the NBTC prescribing harsher conditions to the merger rather than blocking it. Due to high volatility on...
483 Views
Merger Arb Mondays (18 Jul) - Link Admin, AOF, DTAC/True, Ramsay Health, ResApp, Infomedia
This week, the highest gross spreads are VNET (56.6%), Alliance Aviation (39.7%), Ramsay (24.5%), AOF (19.1%), Link Admin (14.3%), Yashili (13.2%),...
389 Views
Merger Arb Mondays (11 Jul) - Link Admin, Ramsay Health, Giordano, VNET, DTAC/True, Hwa Hong
This week, the highest gross spreads are VNET (44.9%), Alliance Aviation (37.7%), Ramsay (24.1%), Link Admin (13.7%), AOF (13.6%), ResApp (12.3%),...
442 Views
The Week That Was in ASEAN@Smartkarma - Adaro's Sustainability, ROTI's Diversification, and BUKA.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
325 Views