Disney-Fox Deal: 14-23% Merger Arbitrage Return Potential for FOXA
More valuation details regarding The Walt Disney Co (DIS US) and Twenty First Century Fox A (FOXA US) deal are coming out. For-sale assets from...
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Sunac China: In Consolidation Mode (?)
Sunac China Holdings (“the company” or ”Sunac”) is a mid-sized Chinese property developer of high-end residential and commercial properties. Its...
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Sony (6758) - Shows Interest in Acquiring Parts of Fox
It was reported, last week, that Sony (6758 JP) has confirmed it is in informal talks with Twenty First Century Fox (FOX / FOXA US) to buy some or...
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Machine Trades with a Hammer and Taking the Other Side (Trading the Vol Beneath the Surface)
The recent sell-off and bounce back of Target Corp (TGT US) (Beta of 0.4 – 0.6!!) last week tells a story of volatility not told by the VIX Index...
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Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
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