NZME Limited (NZM NZ/AU): In Need Of A Good Story
Print media is a tough gig. Especially daily print media. NZME is not exactly trading "cheap" to peers. Unless someone was to step up with an...
337 Views
Australian Clinical Labs (ACL AU) / Healius (HLS AU): Round 2?
After heady days during Covid, demand has tapered, but higher operating costs remain. Consolidation makes sense. Healius is trading below it pre...
404 Views
Get Nice Financial (1469 HK)'s Scheme Vote On The 7th March
As of the 14th Feb, GNH is no longer shortable. Avoid the arb trade. A more interesting bet is GNH, at a 74% discount to NAV and 0.21x P/B. That...
342 Views
Fosun Tourism (1992 HK)'s Scheme Buyback Vote On The 4th March
This is a clean deal. Assuming payment early April, I'd pay up to HK$7.67/share for a gross/annualised return of 2%/15%.
375 Views
(Mostly) Asia-Pac M&A: Shibaura, Tecnos, Insignia Fin., Fosun Tourism, Fuji Soft, Shin Kong/Taishin
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
523 Views