BHP Woodside Placement - Here Comes the Block, Will Be Tricky Trading over the Next Few Days
BHP shareholders received US$18bn worth of Woodside petroleum shares on 1st Jun 2022. As a part of the merger, JPM is looking to sell around...
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Explosive Demerger For Incitec Pivot
The move today - down 1.4% - is illustrative of what the market expects can be extracted from the demerger. Perhaps this might shake out some...
381 Views
KKR Bids $88/Share For Ramsay Health
The Offer is indicative - for now. Trading at gross/annualised spread of 6.7%/12.6%, assuming early November completion. Not bad. Even better if...
473 Views
ECM Weekly (10th Apr 2022)- LIC, GoTo, Shieldus, One Store, China ADRs, Air NZ, Chrysos, Zhihu
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Merger Arb Mondays - Razer, 51Job, Irongate, Link, Crown Resorts, Guodian
We summarise the latest spreads and newsflow of merger arb situations covered by us. The highest gross spreads are Razer, 51Job, Irongate, Link...
295 Views