DTAC/True Merger VTO Risk/Reward
The DTAC/True merger hinges on regulatory approval. The LONG True and SHORT DTAC trade is attractive, with the current spread to the div-adjusted...
479 Views
DTAC/TRUE Merger: Stocks Trading Near Their VTO Prices
DTAC is trading at its VTO price while TRUE is trading 3% lower than its VTO price. The risk/reward has now shifted and we would look to sell DTAC...
443 Views
DTAC/TRUE Merger: Details and Index Implications
DTAC and TRUE are exploring a merger of equals. The biggest hurdle could be regulatory approval since the merged entity would have a market share >...
515 Views
The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
371 Views
Carousell - Champion of the Circular Economy
Carousell is South-East Asia's largest classifieds marketplace which recently entered the uniform club with a valuation of US$1.1bn. It is a unique...
528 Views