Dada Nexus (DADA US): Takeaways from the 13E-3 Filing
The 13E-3 filing provides more details on the price negotiations, required regulatory approvals and IFA valuation. The gross/annualised spread is...
338 Views
Dada Nexus (DADA US): JD.Com's US$2/ADS Firm Offer
This is a clean deal. Just a question of timing. The spread is attractive. I'd look to enter around here and on any pullback.
447 Views
Dada Nexus (DADA US): JD.com’s Binding Offer a Done Deal
Although the offer is unattractive, this is a done deal. The transaction is expected to close within the third quarter of 2025.
533 Views
Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
290 Views
Dada Nexus (DADA US): JD.Com's US$2/ADS Non-Binding Offer
Given the indicative nature of JD.com's Offer, DADA is trading wide at a 11% gross spread to terms. I'd look to enter around here and on any pullback.
436 Views