The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
218 Views
Merger Arb Mondays (15 Aug) - Lifestyle Intl, EVOC, Giordano, Yashili, Alliance Aviation, ResApp
This week, the highest gross spreads are VNET (52.4%), Alliance Aviation (39.7%), Ramsay (22.3%), ResApp (12.4%), Infomedia (11.5%), Lifestyle...
371 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Oz Minerals, Lifestyle, EVOC Tech, Shinoken, DTAC/True
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
True/DTAC: Merger Support Increasingly Tenuous
IF the deal breaks, DTAC could be the unwanted orphan with ~20% market share. For that, I'd be looking to go short on DTAC. I'd tilt short True...
334 Views
Merger Arb Mondays (08 Aug) - Yashili, Lifestyle, Link, Infomedia, Ramsay, ResApp, Alliance Aviation
This week, the highest gross spreads are Lifestyle (62.3%), VNET (57.2%), Alliance Aviation (31.9%), Ramsay (18.5%), Infomedia (12.6%), Yashili...
282 Views