Disaster As VTOs Cancelled Under DTAC/True Merger
This appears a cop-out on behalf of both Tender Offerors (Telenor & CP Group), who probably could have pushed for an extension. And why weren't...
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DTAC/True Merger to Proceed but Without the VTOs
Merger completion is targeted for 1Q23. The current share price ratio of 8.750x vs the exchange ratio of 10.221x is attractive. Timing and...
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ADVANC : Price War Remains Intense Amidst Inflation
We maintain our BUY rating but lower TP by 4% to Bt236, calculated using DCF, to factor in earnings cut as our 22E and 23E forecasts were slightly...
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ADVANC : ADVANC May Not Give up on JASIF Deal Yet
Intervention should be a measure of last resort. It really shouldn’t be used as much as you can,” Shinohara said. “Still, by not announcing it each...
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The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
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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