Yashili’s Widening Spread Is an Opportunity
While the pre-condition should be satisfied, both Danone and Mengniu have the incentive and the ability to waive conditions to satisfy the pre...
259 Views
Smartkarma Originals
China A-Share Consumer Staples: An Analysis of the Opportunities Ahead
China's A-share consumer staples are set to benefit from the government's policy to encourage domestic consumption. Their necessity nature also...
268 Views
Merger Arb Mondays (31 Oct) - Jinke, Fengxiang, Lifestyle, Kingston, Pushpay, Nitro, Elmo, DTAC/True
This week, the highest gross spreads are VNET (84.7%), Alliance Aviation (48.4%), 111 (40.2%), Genex (25.0%), O2Micro (19.3%), Fengxiang (14.6%),...
221 Views
Merger Arb Mondays (24 Oct) - Eagle Cement, Fengxiang, Lifestyle, Jinke Services, Genex, Nearmap
This week, the highest gross spreads are VNET (53.6%), Alliance Aviation (41.8%), 111 (32.1%), Genex (22.0%), O2Micro (17.6%), Eagle Cement...
225 Views
Merger Arb Mondays (17 Oct) - EVOC, Fengxiang, Lifestyle, Genex, Pendal, DTAC/True, Eagle Cement
This week, the highest gross spreads are VNET (65.0%), Alliance Aviation (46.2%), 111 (36.4%), Genex (22.0%), O2Micro (17.9%), Pendal (16.1%),...
325 Views