Frasers Hospitality Trust (FHT SP): 15th August Vote On Frasers Prop/TCC Offer
Trading at a gross/annualised spread of 1.4%/8%, excluding any clean-up divi; perhaps 1.7%/10% with one. The Offerors need to rustle up apathetic...
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Fraser Hospitality Trust (FHT SP): Scheme Vote on 15 August
While the current offer is arguably light compared to the failed 2022 offer, the lack of vocal opposition and limited retail displeasure reduces...
656 Views
Fraser Hospitality Trust (FHT SP): Frasers Property’s Light Scheme Offer
The current offer is light compared to the 2022 failed offer in several ways. The offer has not been declared final, and a bump is possible.
496 Views
The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
474 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Rebirth, Cimory's Dairy, and Far East Hospitality
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
379 Views