Smartkarma Event Driven: 2016 Year in Review
2016 was an interesting and exciting year in the event driven space with lots of bumps and unexpected breaks. In this insight, we take a look at...
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Cheung Kong Infrastructure's Sell-Down on Rising Rate Concerns Overdone
In our view, Cheung Kong Infrastructure Holdings' 10% share price drop in the quarter to date, stemming from the rising interest rate, is likely...
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National Grid Looks for Gas Transmission Deal Before Christmas
National Grid is expecting a definitive agreement for the disposal of its natural gas transmission and distribution network to be signed before...
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Smartkarma - Special Situations Weekly Update (12 December 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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CKI Holdings' Bid for Australia's Duet Group, Value Would Have to Come from Cheaper Debt
Given our fair value estimate for the Duet Group of AUD 2.10 per share and Cheung Kong Infrastructure Holdings’, or CKI's, takeover bid is at AUD...
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