Asia-Pac Weekly Risk Arb Wrap: Pipedo, Link Administration, Tassal, Giordano, Hwa Hong, SPH REIT
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Jasmine Acquisition To Expand Advanced's Broadband Footprint
The spotlight has been on DTAC/True for most of this year. AIS is Thailand's largest mobile phone operator, and is looking to boost its subscriber...
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JASIF Placement - Selldown by Shareholder to Fund Working Capital
Shareholders of Jasmine Broadband Internet I (JASIF TB) is looking to raise US$150m through a secondary placement.The deal scores well on our...
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Thai Telcos: TRUE Continues to Gain Share.
The Thai market continues to show decent growth driven, we believe, by the rise of mobile video demand (we wrote about this in EM Telcos: Video...
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Thailand: Revenue Trends Have Improved but Telcos Need Spectrum. It Will Be Costly.
We have not written much about Thailand recently. Our negative view on the stocks has not been working out as planned. Athaporn Arayasantiparb, CFA...
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