Merger Arb Mondays (10 Jul) - JSR, Yachiyo, InvoCare, Costa, Musgrave, Metro Pacific, Healthway
This week, the highest gross spreads are 111 (38.6%), ENM (11.5%), Chindata (10.5%), Estia (9.2%), Poly Culture (8.2%), Costa (7.9%), Dali (7.8%),...
386 Views
Metro Pacific Investments (MPI PM): Revised and Final Offer at PHP5.20
The offer was revised to increase the chance of meeting the high delisting threshold (86% minority acceptance rate). A reasonable offer increases...
413 Views
Merger Arb Mondays (03 Jul) - Dali Foods, Poly Culture, NWS, Yitai, JSR, DDH1, Silk Laser
This week, the highest gross spreads are 111 (48.8%), United Malt (13.6%), Chindata (11.7%), ENM (11.5%), Tesserent (8.3%), Poly Culture (8.2%),...
456 Views
PCOMP Index Rebalance Preview: Just the Ad Hoc Change
There are no forecast changes for the PCOMP in August. MPI's delisting could lead to BLOOM's inclusion. MPI is trading above the tender office...
453 Views
Merger Arb Mondays (26 Jun) - Eoflow, ENM, Estia, InvoCare, United Malt, Arclands, Chindata
This week, the highest gross spreads are 111 (44.1%), Silk Laser (18.8%), United Malt (14.4%), ENM (11.5%), Chindata (10.7%), Estia (10.0%), Golden...
397 Views