Golden Eagle Energy: Last Day To Buy Cum-Divvie
This is a pretty clean arb trade. Plus you get the dividend in a little over a week. Regulatory approval will not be an issue. Trading at a gross...
502 Views
The Week That Was in ASEAN@Smartkarma - Bank Negara Indonesia, XL Axiata Leading Data, and VNG.
The past week saw insights on Bank Negara Indonesia, XL Axiata, Golden Energy & Resources , and VNG (VinaGame) IPO, a macro insight on Singapore,...
416 Views
XL Axiata (EXCL IJ) - Linked Up for Future Growth
XL Axiata remains the purest data player in Indonesia, with convergence set to the the next driver, boosted by LinkNet synergies. Valuations...
627 Views
Golden Eagle Energy (SMMT IJ): Trading Wide To Terms
Regulatory approval should not be an issue. The GEO vote should be straightforward. Assuming end-Jan 24 payment under the MTO, the gross/annualised...
491 Views
StubWorld: Axiata Is Coming Up Cheap
Both the NAV discount and implied stub for Axiata Group (AXIATA MK) are around their lows since the CelcomDigi (CDB MK) / Digi merger last November.
385 Views