Shh! SAIC's Unconditional Offer For Dongzheng (2718 HK)
Dongzheng remains suspended so there is nothing to do yet. This should trade very tight to terms, possible through terms, given a larger credible...
415 Views
Private Equity Examining Ramsay Health (RMC AU). Again.
Ramsay's share price is pretty beaten up. FY24 earnings are expected to be roughly in line with FY22 figures. And KKR was still willing to pay...
276 Views
Estia & Bain: 15th Nov Shareholder Vote
This is trading super tight at 0.6%/5% gross/annualised. Stay in if already in. But with the risk-free rate >4%, I'd be a buyer (much) lower, not...
595 Views
Merger Arb Mondays (09 Oct) - Eoflow, Haitong Intl, NWS, Boustead, Newcrest, Liontown, Hollysys
This week, the highest gross spreads are Haitong Intl (114.1%), 111 (45.2%), Eoflow (40.5%), Hollysys (20.4%), IMAX China (15.9%), BPLANT (11.5%),...
669 Views
Merger Arb Mondays (25 Sep) - ENM, Poly Culture, Eoflow, Origin Energy, Symbio, Costa, InvoCare
This week, the highest gross spreads are 111 (48.9%), Eoflow (23.7%), Symbio (10.7%), Mason Group (9.0%), JSR (7.8%), DDH1 (6.0%), ENM (5.5%),...
632 Views