Krungthai XSpring Zoom Eng. August 18, 2025
The SET Index today is expected to rebound within a limited range, with the resistance at 1,270/1,280 points and the support at 1,252/1,239 points...
193 Views
Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
522 Views
Jardine Matheson (JM SP): Trading "Cheap"
I’ve received some feedback questioning my NAV calculations. Happy to take up the challenge and make adjustments where needed. I flesh out more...
1.2k Views
Adbri (ABC AU): CRH and Barro’s Binding A$3.20 Offer
The offer is attractive vs. peer multiples and historical ranges. At the last close and for a mid-June payment, the gross/annualised spread is 1.9%...
374 Views
Adbri (ABC AU): CRH and Barro’s Non-Binding A$3.20 Offer
The Board intends to recommend a binding proposal. The offer requires FIRB approval (ACCC approval is not mentioned). The offer is attractive vs....
568 Views