Weekly Deals Digest (26 Feb) - Sembcorp Marine, Jiangnan, Origin Energy, Nitro, Boustead, Fujitec
Last week, notable developments occurred in Event-Driven (Sembcorp Marine, Halcyon, Boustead, Jiangnan, Techtronic, Fujitec, Nitro, Pushpay,...
346 Views
Boustead Projects: Boustead Singapore Bumps. Still Underwhelming
Those who sold at $0.99 will be happy. This is still being done too cheaply. This may get to 90% Trading at terms. If playing the arb, tender, and...
491 Views
Boustead Projects (BOCJ SP): Boustead Singapore’s Final S$0.95 Offer to Call Minorities’ Bluff
Boustead Singapore’s approach is to call minorities bluff by tabling a "take it or leave it" proposal instead of a fair offer. The shares are...
430 Views
Merger Arb Mondays (20 Feb) - AAG Energy, Yashili, Toyo, Nitro, Origin Energy, Newcrest, O2Micro
This week, the highest gross spreads are VNET (81.0%), Alliance Aviation (36.5%), Origin (28.6%), 111 (22.4%), Golden Energy (19.3%), Genesis...
431 Views
The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views