Merger Arb Mondays (11 Mar) - Shinko, JSR, Azure, Genex, OreCorp, Hollysys, CPMC, Vinda
This week, the highest gross spreads are APM (18.7%), Probiotec (10.9%), Genex Power (10.0%), China TCM (6.5%), Genetron (5.7%), Alumina (5.3%),...
336 Views
Weekly Deals Digest (10 Mar) - Trial, ARM, JSR, Nippon Express, Alumina, Azure, Genex, Vinda
Last week, notable developments occurred in Event-Driven (JSR, Alumina, Azure, Genex, Vinda) and ECM (ARM, Trial Holdings, Nippon Express).
394 Views
Last Week in Event SPACE: Keisei Electric, New World Development, Alumina Ltd, Azure Minerals, TDCX
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
492 Views
Shinko Electric (6967) - Break/Gap Risk Is Considerably Changed Now
Shinko is up 4+% since I wrote it was cheap to Ibiden, itself -14.5% since. What was a considerable buffer on break/gap risk is now smaller, as is...
478 Views
(Mostly) Asia-Pac M&A: Alumina, Superloop, Qantm, Samsonite, ESR, APM , Adbri, CSR, Outsourcing
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
414 Views