GJ Steel: Nippon Steel’s Offer Opens On The 23 February
At THB 0.58/share, I see the gross/annualised spread at 1.4%/15.3% assuming 31 March completion. This transaction is done.
GJ Steel: Nippon Steel’s Mandatory Offer One Step Closer
This transaction is done. The share price is up 3.6% today. I see the gross/annualised spread at 1.5%/10.9% assuming early April completion. That's...
Nippon Steel's Mandatory Offers For Thailand's GJ Steel and G Steel
This looks done - play the spread here. I see the gross/annualised spread at 3.2%/14.4% assuming late Paril completion. That looks okay for what...
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