True/DTAC: NBTC's Last Roll Of The Dice?
Recommend going long DTAC short TRUE trade at the current price ratio, using a share ratio. If the deal breaks, you are long DTAC (6.1x forward EV...
225 Views
Merger Arb Mondays (10 Oct) - Lifestyle, Yashili, Eagle Cement, O2Micro, DTAC/True, Nearmap, PTB
This week, the highest gross spreads are VNET (55.9%), Shandong Fengxiang (54.8%), Alliance Aviation (48.4%), 111 (36.6%), Genex (16.3%), O2Micro...
313 Views
Last Week in Event SPACE: Shinsei Bank, Jardine Cycle, Keppel Corp, Eagle Cement, Hitachi Transport
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: Eagle Cement,Toa Oil, O2Micro, Hitachi Transport, Shidax
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
279 Views
The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and SAT's Acquisition.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
186 Views