JTOWER (4485 JP): DigitalBridge’s 162% Takeover Premium Offer Is Opportunistic
Despite the hefty takeover premium, the offer is light and opportunistically timed. Nevertheless, barring the emergence of activists, there seems...
489 Views
American Tower Corp (AMT) - Wednesday, May 1, 2024
American Tower is a leading owner, operator, and developer of communications real estate with a large portfolio in the US
253 Views
Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
433 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
456 Views
Peace Within the Board and Focus on Organic Growth
Gone the takeover angle, Cellnex's new strategy focuses on organic growth and deleveraging, aiming an investment grade rating and reducing net debt...
373 Views