(Mostly) Asia-Pac M&A: APM Human Services, TCM, Alps Logistics, Fancl, Jeisys Medical, PropertyGuru
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
141 Views
TCM (570 HK): Profit Warning Is No Biggie
Timing to completionremains a risk. Assuming payment late Dec, I'd still buy up to ~HK$4.30/share, for a 7%/20% gross/annualised return. Pushback?...
375 Views
China Traditional Chinese Medicine (570 HK): Never a Dull Moment as Profit Warning Lands
The profit warning is an unwelcome development but should not pose a risk to the scheme by triggering the MAC clause. At the last close, the gross...
425 Views
Merger Arb Mondays (19 Aug) - China TCM, Henlius, Canvest, CPMC, JTower, Fuji Soft PropertyGuru
This week, the highest gross spreads are HEC Pharma (114.4%), JTower (69.0%), China TCM (11.9%), Canvest (10.4%), Capitol (8.5%), Malaysia Airports...
229 Views
(Mostly) Asia-Pac M&A: TCM, BusinessOn Comm, Orora, Ramsay Health Care, Namoi Cotton, APM, CPMC
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
419 Views