Out of the deals listed below I particularly like Keppel/SPH situation as there might be a potential bidding war upcoming and the next topping bid announced soon.
PAG’s offer to Spring REIT seems attractive, however it seems to be conditioned on Spring’s shareholder decision not to buy a property in China’s province. It is stated as a waivable condition, although PAG has commented that they will terminate the offer it does not get satisfied.
Congratulations to the ones who played Pareteum/Artilium deal. I first covered it on September 1th, when the spread was 12%.
Keppel