Merger Arb Mondays (14 Jul) - Shibaura, Topcon, Nissin, OneConnect, Insignia, PointsBet, ENN Energy
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
726 Views
Last Week In Event SPACE: Shibaura, HKBN, NWD, Yichang HEC
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...
547 Views
Curator's Cut: "Bubble" Tea, Japan M&A 🍿& TSMC from Different Lenses
Introducing the Curator's Cut fortnightly newsletter, featuring interesting themes from the Smartkarma network. Share your thoughts!
568 Views
(Mostly) Asia-Pac M&A: Xanadu Mines, Reject Shop, ESR Group, Shibaura Elect., Jamco, Tsuruha/Welcia
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
505 Views
[Japan M&A] Shibaura in Limbo - "Neutral" On Minebea And "Reserves Opinion" On YAGEO Bid, Waiting...
Minebea has upped irrevocables, and complained about Yageo's bid for which we still await regulatory approvals. Shibaura asked Minebea to bump, but...
614 Views