GEM Weekly (10 Mar 2023): China GDP, South Korea Inflation, Malaysia Interest Rates; Kakao Corp
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
382 Views
Tencent Meituan Dividend - The US$17bn Overhang Is Almost Here - Lesson from JD.com
On 16th Nov 22, Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan. The US$17bn overhang...
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Doosan Bobcat Placement - Past Deal Didn’t Do Well, This Time Could Be Different
A group of shareholders aim to raise around US$138m by selling all of their remaining stake in Doosan Bobcat. This is a clean-up trade.
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K-Pop Battle, Round 2: Kakao’s Tender Offer For S.M. Entertainment
Trading tight at a <1% gross spread to terms. HYBE may bid higher. And Kakao can counter. I think Kakao wants this more than HYBE. I would not...
406 Views
Kakao's Tender Offer to SM Ent Shareholders: Key Details of Disclosure Filed This Morning
This post details Kakao's latest tender offer to SM Entertainment shareholders at a 15% premium to the last close and discusses trading angles that...
420 Views