Merger Arb Mondays (29 Aug) - Ramsay, DTAC/True, Pendal, Link Admin, Ramsay, Infomedia, ResApp, MACA
This week, the highest gross spreads are VNET (54.7%), Alliance Aviation (33.8%), Infomedia (22.3%), Ramsay (20.9%), ResApp (12.4%), True (10.7%),...
296 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Ramsay Health, Pendal, Nearmap, Xiamen Port, PTB Group, MACA
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
285 Views
Weekly Deals Digest (28 Aug) - Leapmotor, DTAC/True, Ramsay, Pendal, Link Admin, Infomedia, ResApp
Last week, notable developments occurred in Event-Driven (DTAC/True, Ramsay, Pendal, Link Admin, ResApp, Infomedia, Nearmap, MACA, Lifestyle) and...
266 Views
Intouch's NAV Discount Not Supported By Higher Look-Through Payout
I'd be shorting Intouch here and buying AIS. I think a more reasonable discount to NAV is >20%. Gulf's holding remains problematic though, and...
325 Views
Merger Arb Mondays (22 Aug) - Link, Alliance, Nearmap, Genex, Ramsay, Lifestyle, EVOC, Giordano
This week, the highest gross spreads are VNET (58.4%), Alliance Aviation (35.7%), Ramsay (19.2%), Infomedia (13.3%), ResApp (12.4%), Lifestyle...
346 Views