(Mostly) Asia-Pac M&A: Huafa Prop, Asia Cement, QV Equities, Sciclone, Chilled & Frozen Logistics
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
444 Views
SG Holdings to Launch TOB on C&F Logistics (9099) At A Whopping ¥5,740/Share - HUGE Governance Win
CnF Logistics (9099) got a hostile bid out of the blue. Then they went to work to get a better bid, and they got one 91% higher than the 46%...
628 Views
C&F (9099) Pushes Back on AZ-Com Call for Transparency, Again. Still Not A Buy.
AZ-Com has requested clarity 2x. CnF has responded 2x "we're thinking about it" but it's clear AZ-Com's bid is unwelcome. CnF still have 2wks but...
406 Views
Merger Arb Mondays (27 May) - L'Occitane, SciClone, GA Pack, KFC Japan, CF Logistics, Best World
This week, the highest gross spreads are HEC Pharma (107.6%), Hollysys (19.3%), Ansarada (13.1%), Malaysia Airports (9.6%), China TCM (8.7%),...
393 Views
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...
383 Views