(Mostly) Asia M&A, Aug 2024: Orora, Fuji Soft, J Tower, Seven & I, Taishin/Shin Kong, PropertyGuru
For the month of Aug, 10 new deals were discussed on Smartkarma with an overall deal size of just ~US$56bn. The average premium for the new deals...
364 Views
Last Week in Event SPACE: Shin Kong/Taishin Financial, Jardine Matheson, Toyota Motors, Huafa Props
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
433 Views
(Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko Electric, Arvida
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
467 Views
Huafa Prop (982 HK)'s CCASS Movements: Nothing To See Here
One argument for Huafa trading wide to terms is due to "suspicious" CCASS movements. Some investors even cite the Golden Throat debacle. Not even...
274 Views
Huafa Property (982 HK): Buy With Both Hands
At a 3.6%/43.7% gross/annualised return, I would, to pinch one of Travis Lundy's sayings, buy Huafa Props with both hands.
440 Views