Merger Arb Mondays (19 Sep) - Link Admin, Ramsay, Alliance, Genex, Moya, Singapore Medical, VNET
This week, the highest gross spreads are Link Admin (38.6%), Alliance Aviation (36.1%), VNET (34.2%), Ramsay (32.3%), Infomedia (25.0%), Genex...
400 Views
Merger Arb Mondays (12 Sep) - DTAC/True, Link Admin, Ramsay, Genex, Tyro, EVOC, Giordano, 111
This week, the highest gross spreads are VNET (74.3%), Alliance Aviation (35.7%), Ramsay (20.4%), Genex (19.0%), Infomedia (17.2%), 111 (11.6%),...
332 Views
China Consumer Staples – A diverging 1H; mix upgrade and cost savings were keys to stay relevant
In the near term, in our view, when the PPI-CPI scissor gap continues to narrow, market likely refocuses on the legitimation of any GPM expansion...
169 Views
Merger Arb Mondays (05 Sep) - Link Admin, Ramsay, Genex, ResApp, Infomedia, DTAC/True, Giordano
This week, the highest gross spreads are VNET (61.0%), Alliance Aviation (33.8%), Ramsay (18.4%), Infomedia (16.4%), Link Admin (15.1%), True...
339 Views
Merger Arb Mondays (29 Aug) - Ramsay, DTAC/True, Pendal, Link Admin, Ramsay, Infomedia, ResApp, MACA
This week, the highest gross spreads are VNET (54.7%), Alliance Aviation (33.8%), Infomedia (22.3%), Ramsay (20.9%), ResApp (12.4%), True (10.7%),...
285 Views