StubWorld: Intouch's Discount Back Down To Temasek Sell-Off Levels
A double-dose of Stubworld this week ... Intouch Holdings (INTUCH TB)'s discount to NAV sharply declined in mid-August after Temasek's latest...
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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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The Best of August/September 2019
We visited 15 companies during the past two months and picked these three that impressed us the most: Intuch, the holding company of mobile...
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StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead
This week in StubWorld ... Temasek's latest divestment pushes Intouch Holdings (INTUCH TB)'s implied stub towards multi-year lows. Preceding my...
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ECM Weekly (17 Aug 2019) - Topsports, AGS Transact, Poly Property, WeWork
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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