Merger Arb Mondays (09 Sep) - Shinko, Fuji Soft, Pasco, GA Pack, CPMC, Latin Res, Capitol, PSC, Rex
This week, the highest gross spreads are HEC Pharma (116.0%), Canvest (8.4%), Shinko Electric (7.9%), Malaysia Airports (7.4%), GA Pack (6.9%),...
345 Views
China Healthcare Weekly (Sep.8) - Fosun Pharma, Medical Device Outlook, Biotech Investment Criteria
Business model of medical devices is shifting, leading to potential underperformance. There's a gap between Chinese Biotech and top players....
321 Views
Merger Arb Mondays (02 Sep) - Canvest, China TCM, GA Pack, CPMC, Shinko, Arvida, SilverLake
This week, the highest gross spreads are HEC Pharma (109.7%), Canvest (13.7%), China TCM (8.5%), Malaysia Airports (7.8%), GA Pack (7.3%), Henlius...
342 Views
(Mostly) Asia M&A, Aug 2024: Orora, Fuji Soft, J Tower, Seven & I, Taishin/Shin Kong, PropertyGuru
For the month of Aug, 10 new deals were discussed on Smartkarma with an overall deal size of just ~US$56bn. The average premium for the new deals...
366 Views
Last Week in Event SPACE: Shin Kong/Taishin Financial, Jardine Matheson, Toyota Motors, Huafa Props
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
434 Views