Smartkarma Originals
HK RE Series (1): Picking the Winners for 2024 with Supportive Macro Backdrop & Company Catalysts
With the current macro in US, China and HK, we do a deep dive on 4 HK RE companies which will have an exciting year ahead, given their company...
781 Views
Weekly Deals Digest (15 Oct) - Kokusai, EcoPro, Seoul Guarantee, J&T, Eoflow, NWS, Origin, Liontown
Last week, notable developments occurred in Event-Driven (Eoflow, NWS, Liontown, Origin, Estia, Pact, Healius, Newcrest) and ECM (Kokusai, J&T,...
449 Views
Last Week In Event SPACE: EOFlow, Fast Retailing, JMDC, Origin Energy
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
598 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newcrest Mining, Haitong Int'l, Liontown, NWS, IMAX China
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
529 Views
NWS (659 HK): Final Divvie Assured. NWD Vote Risk Remains
The NWD vote risk is non-negligible when looking at minority action at past AGM/EGM voting. This is trading at a gross spread of 4.3% inclusive of...
745 Views