Merger Arb Mondays (10 Jul) - JSR, Yachiyo, InvoCare, Costa, Musgrave, Metro Pacific, Healthway
This week, the highest gross spreads are 111 (38.6%), ENM (11.5%), Chindata (10.5%), Estia (9.2%), Poly Culture (8.2%), Costa (7.9%), Dali (7.8%),...
386 Views
Last Week in Event SPACE: Naspers/Prosus, Swire Pacific, NTT, Aussie Tax-Loss Selling
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
410 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: DDH1/Perent, NWS, Mandala Multifinance, JSR Corp, Silk Laser
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
311 Views
DDH1 To Merge With Perenti
This is done. And trading tight at a 1.9% gross spread to terms as I type. If you can take down borrow inexpensively, look to short Perenti, long...
328 Views
Merger Arb Mondays (26 Jun) - Eoflow, ENM, Estia, InvoCare, United Malt, Arclands, Chindata
This week, the highest gross spreads are 111 (44.1%), Silk Laser (18.8%), United Malt (14.4%), ENM (11.5%), Chindata (10.7%), Estia (10.0%), Golden...
397 Views