The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 Views
Singtel Holds The Key To Gulf Energy's Takeunder For Thaicom
This is a low-balled Offer from Gulf, Singtel can scupper the transaction. But would they want to be immersed in the politics overseeing the...
395 Views
DTAC/True: NBTC Green Lights Mobile Duopoly. With Caveats
Nearly eleven months after Total Access Communication (DTAC TB) and True Corp Pcl (TRUE TB) first announced a merger, the NBTC, the Thai...
294 Views
True/DTAC: NBTC's Last Roll Of The Dice?
Recommend going long DTAC short TRUE trade at the current price ratio, using a share ratio. If the deal breaks, you are long DTAC (6.1x forward EV...
318 Views
Intouch: AIS' Expanding Broadband And Expected Mobile Duopoly
I'd still be shorting Intouch here and buying Advanced Info. I believe a more reasonable discount to NAV target is >20%.
367 Views