Merger Arb Mondays (07 Aug) - JSR, ITOCHU, Allkem, Origin, Symbio, Pacific Current, United Malt, MPI
This week, the highest gross spreads are 111 (19.6%), Chindata (15.3%), Estia (12.7%), InvoCare (10.4%), ENM (9.4%), Eoflow (7.7%), JSR (7.2%),...
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JSR Corporation (4185 JP): Tender Offer Risk/Reward
The wide gross spread reflects the risk in satisfying the pre-conditions related to country approvals, particularly in China. In this note, we...
431 Views
Merger Arb Mondays (24 Jul) - JSR, 111, Estia, Newcrest, InvoCare, Origin, Golden Eagle, Dali Foods
This week, the highest gross spreads are Chindata (16.9%), Estia (10.0%), 111 (9.7%), ENM (9.4%), JSR (7.4%), Costa (7.3%), Eoflow (7.3%), Poly...
351 Views
(Mostly) Asia M&A, April 2024: Austal, L'Occitane, Langham Hosp., Jastec, Mimasu, Best World, Isetan
For the month of April, 7 new deals were discussed on Smartkarma with an overall deal size of just ~US$4bn. The average premium for the new deals...
355 Views
Last Week in Event SPACE: Pasona/Benefit One, Hang Lung Properties, Hollysys, Azure Minerals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
504 Views