The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
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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Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
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Last Week in GER Research: Meituan, IPO Trading Strategy, Shandong Gold, Maoyan and Viomi
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight that Meituan is closer to fair value...
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China Tower: How Far Could It Fall If China Unicom and China Telecom Merge?
We recently discussed the benefits of a merger of China Unicom (762 HK) and China Telecom (728 HK). Assuming a network merger, we suggest the NPV...
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China Telecom/Unicom Merger Opportunity to Large to Ignore? We See $50bn+ Synergy Value (Or More)
Recent reports suggested that China is considering a merger of China Unicom (762 HK) and China Telecom (728 HK), revisiting a long rumored tie-up....
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