Merger Arb Mondays (21 Nov) - Halcyon, Lifestyle, OZ Minerals, Perpetual/Pendal, Nearmap, Nitro
This week, the highest gross spreads are VNET (61.4%), Alliance Aviation (49.4%), Genex (42.9%), Golden Energy (29.4%), 111 (28.4%), Perpetual...
498 Views
Last Week in Event SPACE: Tencent/Meituan, Halcyon Agri, Swire Pac, Perpetual/Pendal, OZ Minerals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
406 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Warrego, Sumitomo Precision, Halcyon Agri, Nitro Software
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
375 Views
TRUE : Hold Out Until Voluntary Tender Offer Phase
We maintain HOLD rating and TP of Bt5.09 based on TRUE’s voluntary tender offer price. The company incurred its largest ever quarterly loss of...
355 Views
Merger Arb Mondays (14 Nov) - Golden Energy, Perpetual/Pendal, Origin Energy, Warrego, Uzabase
This week, the highest gross spreads are Pendal (57.5%), Alliance Aviation (54.2%), Genex (47.1%), VNET (46.2%), 111 (28.0%), Golden Energy...
431 Views