Bossini (592 HK): Viva Goods Offer?
Shares are up bigly of late, possibly caught up in the recent stock market frenzy. But to keep minorities moderately happy, perhaps an Offer Price...
540 Views
Malaysia Airports (MAHB MK): IFA Says NOT Fair, But Reasonable; And To Accept Terms
A "not fair, but reasonable" conclusion has generally not proven to be an impediment to securing shareholder support. If late-Jan payment, trading...
265 Views
GAPack (468 HK): XJF Satisfies Pre-Cons. Management Should Back Terms
Bi/Hong will likely stick to their guns, and reject XJF's offer, and hope the deal fails. Minority shareholders should ignore that advice and tender.
468 Views
Viva China: Perennially Inexpensive Li Ning Exposure
Unless the Li family pays out excess cash or undertakes a company restructuring, I would avoid the stock at this level, and look to enter when the...
589 Views
(Mostly) Asia-Pac M&A: Insignia, Fosun Tourism, GJS/Haitong, Fuji Soft, Dexus Property
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
274 Views