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...
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INTUCH : THCOM Sale Is Positive for INTUCH
We maintain HOLD rating but cut TP to Bt74.50 (-5% from previous TP) to factor in earnings cut in ADVANC. 3Q22 earnings was in-line with our...
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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...
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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...
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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...
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