Merger Arb Mondays (11 Sep) - Eoflow, Mason, Liontown, Newcrest, United Malt, OreCorp, MPI
This week, the highest gross spreads are 111 (39.7%), Costa (22.8%), Eoflow (18.3%), Symbio (17.3%), Mason (9.0%), Origin Energy (8.1%), JSR...
506 Views
Orora Limited Placement - Large Deal to Digest, Although Seems Well Flagged and Accretive
Orora Ltd (ORA AU) is looking to raise A$1,345m (~US$870m) via a primary placement and an entitlement offer to partially fund its acquisition of...
499 Views
Integral Corporation Pre-IPO - Thoughts on Valuation
Integral Corporation (5842 JP) is looking to raise around US$123m in its Japan IPO. In this note, we talk about valuations.
603 Views
Integral Corporation IPO: New Price Range Is Tempting
Our analysis suggests that the revised IPO price range is attractive compared to peer multiples. The re-rating of peers since the release of the...
389 Views
Merger Arb Mondays (04 Sep) - Eoflow, JSR, Seiko PMC, ENM, NWS, Costa, Symbio, Origin
This week, the highest gross spreads are Seiko PMC (88.7%), 111 (41.6%), Costa (19.9%), Symbio (19.2%), Eoflow (13.2%), Orecorp (9.5%), ENM (7.4%),...
414 Views