Merger Arb Mondays (22 Dec) - Dongfeng, Jinke, ANE, ENN, Makino, Pacific Ind, Raksul, Toyota Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
161 Views
Lucror Analytics - Morning Views Asia
In the US, the third estimate of Q4/24 annualised US GDP inched up to 2.4% q-o-q (from 2.3% in the second estimate), mainly reflecting a downward...
359 Views
ENN Energy (2688 HK): ENN Natural Gas' Application Proof Is Out. Interesting For What Is Not Present
I still would not enter here. The H-share price may surprise to the downside. The Scheme may even get voted down. Unless you have a strong...
581 Views
ENN Energy (2688 HK): Privatisation Progressing Well Ahead
ENN Energy is progressing on meeting pre-conditions, with no merger control filing needed. Refinancing with onshore bank loans and using cash...
416 Views
ENN Energy (2688 HK): Valuing ENN Natural Gas H-Share
With privatisation of ENN Energy, ENN-NG H-share is valued at HK$14.11-16.37, implying ENN Energy's value at HK$66.02-72.67, lower than Somerly's...
451 Views