Last Week in Event SPACE: Japan Post, Sun Hung Kai, LVS/Sands China, Kenedix REIT Complex, JFE
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
689 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Origin, United Malt, T&K Toka, Golden Eagle Energy, JMDC
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
537 Views
Origin Energy: ACCC's Concerns And Brookfield's Quid Pro Quo
The integrated energy play is trading at a healthy 5.1% gross spread to terms, with an off-ramp perhaps mid-1Q24. I would be a buyer around here.
614 Views
Merger Arb Mondays (11 Sep) - Eoflow, Mason, Liontown, Newcrest, United Malt, OreCorp, MPI
This week, the highest gross spreads are 111 (39.7%), Costa (22.8%), Eoflow (18.3%), Symbio (17.3%), Mason (9.0%), Origin Energy (8.1%), JSR...
506 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newcrest/Newmont, Dic Corp, Golden Eagle, Mason, MPIC
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
475 Views