China A-Shares: Powering to New Highs
China A-Shares allocations have hit new highs among EM investors. We see a clear rotation in to A-Shares, with all measures of ownership moving...
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Merger Arb Mondays - Razer, 51Job, Irongate, Link, Crown Resorts, Guodian
We summarise the latest spreads and newsflow of merger arb situations covered by us. The highest gross spreads are Razer, 51Job, Irongate, Link...
312 Views
Merger Arb Mondays - Razer, Sezzle, Irongate, 51job, Link, Guodian, Crown Resorts
This week, the merger arb situations with the highest gross spreads are Razer, Sezzle, Irongate Group, 51jobs, Link Administration.
351 Views
Ausnutria's Offer Gets Up. But Only Just
At HK$10.02/share as I type, Ausnutria is trading super tight at a gross/annualised spread of 0.4%/14.1%, assuming mid-March payment. Get involved...
483 Views
Ausnutria’s Conditional MGO Open, IFA Opinion
Yili has launched a conditional MGO at HK$10.06 per share. Yili owns 34.33% of outstanding shares and the MGO is conditional on hitting a 50%...
364 Views