Intouch: Temasek Trims Stake; More To Come
As discussed by Zhen Zhou, Toh in Intouch Placement - Wide Discount to NAV but Could Be Held Back by Overhang, Temasek is understood to be...
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Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
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Intouch Placement - Wide Discount to NAV but Could Be Held Back by Overhang
Temasek is looking to sell 135.2m shares of Intouch Holdings (INTUCH TB) worth about US$190m. We have covered the August 2019 selldown in: Intouch...
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The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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ADVANC: The Best Mobile Operator in Thailand
We initiate coverage of ADVANC with a BUY rating, based on a target price of Bt236.5, which is derived from a DCF methodology (WACC of 10.7% and...
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