MCT and MNACT Merger - Against Expectations, Could MCT Be a Net Beneficiary?
After MCT and MNACT merger was announced, the prevailing sentiment is that MNACT gets a better deal than MCT. We examine how the merger could...
574 Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
323 Views
Mapletree Commercial Trust’s Proposed Merger with Mapletree North Asia Commercial Trust
The deal terms are attractive for MNACT unitholders. The deal is DPU/NAV accretive for MCT unitholders. The merger is likely to get approval from...
1.3k Views
Last Week in Event SPACE: NTT, Razer, Shinsei Bank, Evergrande, Bank of Kyoto, Nippon Express
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
625 Views
Asia-Pac Weekly Risk Arb Summary: Koufu Group, Mesco, Japan Asset, Isolite, Shinsei Bank, Razer
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
406 Views