SG Fleet (SGF AU): PEP's A$3.50/Share NBIO
Terms remain non-binding. Yet the very short exclusivity period suggests a firm Offer will unfold. Assuming six months to wrap things up, I'd pay...
84 Views
Henlius (2696 HK): The Spread Should Narrow After NDRC Approval
Currently trading at an excessive gross/annualised spread of 21.5%/39.6%, assuming late-June payment. I'd get involved here. I'd pay up to HK$22.70...
183 Views
Last Week in Event SPACE: Seven & I, Amcor/Berry, WH Group/Smithfield, Tuya
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
276 Views
(Mostly) Asia-Pac M&A: Sayona/Piedmont, I D & E Holdings, Arcadium, Pacific Smiles, HKBN, MAHB
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
418 Views
Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote
This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...
419 Views