Merger Arb Mondays (25 Sep) - ENM, Poly Culture, Eoflow, Origin Energy, Symbio, Costa, InvoCare
This week, the highest gross spreads are 111 (48.9%), Eoflow (23.7%), Symbio (10.7%), Mason Group (9.0%), JSR (7.8%), DDH1 (6.0%), ENM (5.5%),...
622 Views
Last Week in Event SPACE: Newcrest/Newmont, PTT/PTTEP, Naspers/Prosus/Tencent, Itochu Techno
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
582 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Costa, Origin, Healius, Symbio, Poly Culture, Lansen, MPI
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
557 Views
Costa Backs Paine Schwartz's Lower Bid
Trading tightish and less attractive at a gross/annualised return of 3.9%/10% after shares gained this morning, assuming mid-1Q24 completion. If in...
711 Views
S&P/ASX Index Rebalance Preview: Changes from Now to December
There could be 1 change for the ASX20 in Dec. There could be 2 ad hoc inclusions for the ASX200 and then 2 changes at the Dec rebalance. Impact on...
717 Views