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...
535 Views
(Mostly) Asia-Pac M&A: Sayona/Piedmont, I D & E Holdings, Arcadium, Pacific Smiles, HKBN, MAHB
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
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...
587 Views
(Mostly) Asia-Pac M&A: Agro Kanesho, Nishimoto, Chita Kogyo, Macromill, Silk Logistics, Avarga, MAHB
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
388 Views
Last Week in Event SPACE: Seven & I/Seven Bank, PCCW, Malaysia Airports, I'rom Group
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
499 Views