Last Week In Event SPACE: Seven & I, CPMC, UBTech Robotics, Macromill, 2024 Best-Of
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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GAPack (468 HK): XJF Satisfies Pre-Cons. Management Should Back Terms
Bi/Hong will likely stick to their guns, and reject XJF's offer, and hope the deal fails. Minority shareholders should ignore that advice and tender.
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GAPack (468 HK): Unpacking XJF's Move To Send The Board Packing
Nothing like bringing one of your customers - China Mengniu - on board (so to speak), both as a substantial shareholder (5.01%) and board member...
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Jardine Matheson: MSCI Upweight Musings
Some readers place a 50% probability of an MSCI upweight. Of more interest is Matheson's ongoing buyback program. They have recently, and...
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Merger Arb Mondays (16 Dec) - ESR, CPMC, Fosun Tourism, Seven & I, Fuji Soft, NEC Networks
This week, the highest gross spreads are Arcadium Lithium (13.8%), Seven & I (11.6%), Insignia (10.8%), Henlius (10.8%), Get Nice (10.3%), ESR...
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