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...
357 Views
Golden Energy: Offer Bumped. Still Insulting
No matter how you slice it, the bump is petty. GEAR's "rump" is currently worth at least S$0.63/share. Terms have not been declared final. Buy at...
399 Views
Golden Energy (GER SP): Revised Offer Is Still Not Good Enough
The revised offer remains light but has not been declared final. The key issue remains that the revised offer does not reflect the fair value of...
365 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Invocare, Yashili, Pushpay Holdings, S.M.Entertainment
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
435 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Astra Intl's Award, and Arwana's Shine
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
313 Views