In today’s briefing:
- Merger Arb Mondays (18 Jul) – Link Admin, AOF, DTAC/True, Ramsay Health, ResApp, Infomedia
- China Internet Weekly (18Jul2022): Tencent, Alibaba, Kingsoft Office, Miss Fresh
Merger Arb Mondays (18 Jul) – Link Admin, AOF, DTAC/True, Ramsay Health, ResApp, Infomedia
- We summarise the latest spreads and newsflow of merger arb situations covered by us across Hong Kong, Australia, New Zealand, Singapore, Indonesia, Malaysia, Thailand and Chinese ADRs.
- The highest spreads are 21Vianet Group (VNET US), Alliance Aviation Services (AQZ AU), Ramsay Health Care (RHC AU), Australian Unity Office Fund (AOF AU), Link Administration (LNK AU).
- The lowest gross spreads are Hwa Hong Corp (HWAH SP), Uniti Group Ltd (UWL AU), Excelpoint Technology (EXLP SP), Giordano International (709 HK), Dongzheng Automotive Finance (2718 HK).
China Internet Weekly (18Jul2022): Tencent, Alibaba, Kingsoft Office, Miss Fresh
- Tencent’s games gave only three hours a week to juveniles in school summer vacation.
- Tencent and NetEase did not get new game licenses for the third time this year.
- Kingsoft censors files on users’ computers, which will benefit Microsoft Office.
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