Dai-Nippon Printing (7912) - Whoomp There It Is! Part Deux
A year ago, DNP promised ¥300bn of buybacks over 3yrs. They did ¥100bn in 1yr. Now they've announced ¥50bn for the next 6mos. But there is a lot of...
536 Views
JSR (4185) - Very Juicy Arb Return At Expected Timeline
JSR was a long-dated risk arb. People got tired of FUD and Flows, and sold. Now time is shorter and it offers a 24% yield to mid-May cashout of...
868 Views
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...
318 Views
(Mostly) Asia-Pac M&A: Insignia, Fosun Tourism, GJS/Haitong, Fuji Soft, Dexus Property
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
270 Views
Merger Arb Mondays (09 Dec) - HKBN, ESR, Lifestyle China, GA Pack, Latin Res, De Grey, SG Fleet
This week, the highest gross spreads are Lifestyle China (21.7%), Arcadium Lithium (11.4%), Henlius (11.1%), ESR (9.2%), Get Nice (8.7%), Canvest...
561 Views