Weekly Deals Digest (02 Apr) - AAG, Liontown, Mincor, Toshiba, Rakuten Bank, Trial, Harita Nickel
Last week, notable developments occurred in Event-Driven (Healius, Liontown, Mincor, Nitro, Origin, United Malt, AAG, Toshiba, Toyo, Golden Energy)...
420 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Liontown, United Malt, Estia, Mincor, Origin, Toyo, Toshiba
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
461 Views
Golden Energy: Dian Swastatika Goes To Vote. Nothing To See Here
DSSA's vote is a nothing burger. The Offer remains low-balled. GEAR is not expensive here. Terms have not been declared final. Buy at or around...
393 Views
Golden Energy (GER SP): DSS Vote on 2 May; Appraiser Unconvincingly States that Offer Is Fair
The DSS appraiser (unsurprisingly) opines that the Widjaja family offer is fair. However, the valuation is flawed. Our SoTP valuation is S$1.29 per...
376 Views
Weekly Deals Digest (26 Mar) - Toshiba, Toyo, Healius, Mincor, Rakuten Bank, SBI Sumishin, Harita
Last week, notable developments occurred in Event-Driven (Essential, Estia, Healius, Mincor, Nitro, Jiangnan, Toshiba, Toyo, Golden Energy) and ECM...
359 Views