Merger Arb Mondays (08 May) - Toshiba, AAG, Lian Beng, Penguin, Golden Energy, Estia
This week, the highest gross spreads are 111 (33.6%), Estia (14.1%), United Malt (13.9%), AAG Energy (13.5%), Origin Energy (5.2%), Metro Pacific...
318 Views
Last Week in Event SPACE: Toshiba, Asian Defence Contractors, Arclands Corp/Services, Bank of Kyoto
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
316 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Liontown, AAG Energy, Penguin, Lian Beng, Golden Energy
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
355 Views
Toshiba (6502) - Thinking About the Arb
Toshiba has seen shares rise a bit since Day1 post-anncmt ~6 weeks ago, but Peers have risen further and the earnings shift on forward consensus is...
709 Views
Merger Arb Mondays (01 May) - HKBN, AAG Energy, United Malt, Blackmores, Origin, Metro Pacific
This week, the highest gross spreads are 111 (34.3%), Estia (14.1%), United Malt (13.6%), AAG (12.8%), HKBN (8.5%), Origin Energy (6.6%), Toshiba...
470 Views