Merger Arb Mondays - Yashili, Razer, 51Job, Uniti, Link, Sezzle, Guodian
This week, the highest gross spreads are Yashili (41.2%), Razer (19.2%), 51 Job (16.0%), Uniti Group (9.8%), Link (8.6%), Sezzle (7.0%), Guodian...
Dragon Crown (935 HK): Offer Open To Acceptances
Trading at a gross/annualised spread of 0.8%/19.6% assuming payment late March. Not much juice in the trade, and it is not super liquid. But this...
Dragon Crown (935 HK): Offeror's IFA Report
Trading at a gross/annualised spread of 6.7%/36.3% assuming payment early April. That's attractive, however, this is not a super liquid arb situation.
Dragon Crown’s VGO Bid Likely to Complete
Dragon Crown announced a pre-conditional VGO at HK$1.28 in cash per share. The offer price is attractive. In combination with the irrecovables, we...
Dragon Crown (935 HK)'s VGO Is A Done Deal
This looks all stitched up - play the spread here. Assuming payment mid-January, I would expect DCG to trade around $1.23 on Monday, or a 4%/15%...
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