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Arun George
IPOs and Catalysts/Events
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Global Equity Research Ltd
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Location:
United Kingdom
Joined:
07 July 2017
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bullish
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CPMC Holdings
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07 May 2024 02:01
CPMC Holdings (906 HK): ORG Nearing the Cut-Off Point for Its Competing Offer
An ORG offer has a low probability due to a lack of progress in May and timing risk, as the Changping Industrial offer could be unconditional...
Arun George
39 Views
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bullish
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Adbri
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06 May 2024 15:51
Adbri (ABC AU): Scheme Vote on 12 June
The offer is attractive, and this is a done deal. At the last close and for the 1 July payment, the gross/annualised spread was 1.3%/8.4%.
Arun George
103 Views
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bullish
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China Traditional Chinese Medicine
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06 May 2024 00:41
Merger Arb Mondays (06 May) - China TCM, L'Occitane, Hollysys, Shinko, QV Equities, Qantm IP, Adbri
This week, the highest gross spreads are Hollysys (12.1%), QV Equities (11.4%), Southern Cross (9.0%), Qantm IP (8.2%), Probiotec (7.4%), China TCM...
Arun George
303 Views
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bullish
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ZEEKR
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05 May 2024 21:38
ZEEKR (ZK US) IPO: Valuation Insights
The IPO price range values ZEEKR at a material discount to peers' multiples. We would be inclined to participate in the IPO.
Arun George
397 Views
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bullish
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Hollysys Automation Technologies
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05 May 2024 16:12
Hollysys (HOLI US): Further Thoughts on the Widening Spread
Readers have asked me several questions about the widening spread. This piece outlines my answers to these questions. It remains a case of when,...
Arun George
300 Views
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