Osbert Tang

4 weeks ago | smartkarma.com | Arun George |Osbert Tang |Brian Freitas |Jesus Aguilar |Jesús Aguilar

In today’s briefing: ENN Energy (2688 HK): ENN Natural Gas’ Preconditional Cash/Scrip Offer ENN Energy (2688 HK): Our Initial View on the Privatisation – Valuation and Fundamentals ENN Energy (2688 HK) Privatization: Details & Index Implications Xcel Energy – a bright spark to power growth A Power Move: Naturgy Sparks a Strategic Rebalance ENN Energy (2688 HK): ENN Natural Gas’ Preconditional Cash/Scrip Offer ENN Energy (2688 HK) announced a pre-conditional privatisation from ENN Natural Gas...

Nov 24, 2024 | smartkarma.com | Travis Lundy |Henry Soediarko |Leonard Law |Osbert Tang

In today’s briefing: A/H Premium Tracker (To 22 Nov 2024): AH Premia Rise Sharply; Hs Shellacked Vs As In Most Sectors Takasago Thermal Engineering (1969): Start of Multi-Year Bull Morning Views Asia: Adani Ports & Special Economic Zone, Bharti Airtel China State Construction Intl (3311 HK): Steady as It Goes Hutchmed China Ltd (13.HK/​​HCM.US) – The Fundamentals Remain Strong Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week A/H Premium Tracker...

Nov 14, 2024 | smartkarma.com | Arun George |Osbert Tang

In today’s briefing:Renewable Japan (9522 JP): Tokyu Fudosan (3289 JP)-Sponsored MBO Set at a 132% Takeover PremiumChina Gas Holdings (384 HK): Assessing the Spin-Off of Value-Added BusinessRenewable Japan (9522 JP): Tokyu Fudosan (3289 JP)-Sponsored MBO Set at a 132% Takeover Premium Renewable Japan (9522 JP) has recommended a Tokyu Fudosan Holdings (3289 JP)-sponsored MBO at JPY1,250 per share, a 132.3% premium to the last close.

Oct 23, 2024 | smartkarma.com | Sumeet Singh |Leonard Law |Osbert Tang |Andrei Zakharov

In today’s briefing:Pony AI Pre-IPO – The Positives – Scaling up Robotaxi & RobotrucksHorizon Robotics IPO Trading – More than 55% of the Deal Taken up by Existing ShareholdersShui On Land – ESG Report – Lucror AnalyticsSITC International (1308 HK): UnbeatablePony AI IPO Preview: Small Scale and Early Stage Development. Is Exponential Growth Ahead?

Oct 20, 2024 | smartkarma.com | Xinyao Wang |Brian Freitas |Ming Lu |Osbert Tang

In today’s briefing: China Healthcare Weekly (Oct.20)-A Big Lesson from China TCM’s Deal Break, “Must Option” of Biotech SSE50 Index Rebalance Preview: Potential Inclusions Continue to Outperform; Trim into Strength JD.com (JD US): Boycotted by Male Users, Denies Run on JD Finance Pre-IPO China Resources Beverage – Due to the Pain Points, High Valuation Is Not Justified China Consumption Weekly (21 Oct 2024): Sun Art, Alibaba, Tesla, JD.com Singamas (716 HK): Positive Readthrough from CIMC...