(Mostly) Asia-Pac M&A: Jamco, AVJennings, Insignia Financial, Advanced Info Service/Thaicom
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Last Week in Event SPACE: Benefit One, Guoco, Outsourcing, Hang Lung, Hollysys, Dalek
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Guoco (53 HK): Fourth Time's A Charm?
I like Guoco Group (53 HK) here either as a potential privatisation play from the Quek family or simply as a deep value play.
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What Now For BEA After Elliott Walks?
This buyback removes a significant long-term overhang. At the current price, BEA is simply inexpensive. I'd be picking up shares around these levels.
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SingHaiyi Group (SHG SP): Tang's Conditional Offer
The Offer has not been declared final. I think there's probably enough here to get the deal over the line. I would not chase this much through...
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