Jasmine: Sell or Hold? We Hold.
Crispin Francis has already laid out the details (as they are) of the bid from Jasmine International's (JAS TB) CEO Pete Bodharamik and Athaporn...
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The Sweet Smell of Jasmine
Around last month, we mentioned in the forked review that Jasmine was worth close to Bt8/sh based on our previous works at a top regional house....
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Jasmine International - Tender Offer from Mr. Pete Bodharamik
Announcement of Intention to Make a Tender OfferThe Board of Directors of Jasmine International (JAS TB) have acknowledged (link to announcement)...
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The TRUE Threat to Thai Telecom Returns
The competitive dynamic in Thailand remains fierce and continues to work in True's (TRUE TB) favour. TRUE’s accelerating underlying service revenue...
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Singtel: Bharti and Intouch Deals Appear Value Neutral.
It looks like a case of taking with one hand (Bharti (BHARTI IN)) and giving with the other (Intouch (INTUCH TB)) in the deal announced by Singtel...
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