XL Axiata (EXCL IJ) - Following the Road to Convergence Fuelled by Data
XL Axiata (EXCL IJ) should be seen as the leader in providing converged services in Indonesia, with the acquisition of Link Net accelerating its...
319 Views
Merger Arb Mondays (01 Aug) - Genex, Yashili, Link Admin, VNET, Ramsay, Alliance Aviation
This week, the highest gross spreads are VNET (55.0%), Alliance Aviation (47.5%), ResApp (27.0%), Ramsay (24.7%), Yashili (10.1%), Link Admin...
468 Views
The Week That Was in ASEAN@Smartkarma - Adaro's Sustainability, ROTI's Diversification, and BUKA.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
391 Views
Last Week in Event SPACE: Prosus/Naspers, Link Admin, Bank of Kyoto, Tassel, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
462 Views
Link Net: Home Straight For Axiata's MTO
Currently, trading at a gross/annualised spread of 2.5%/12.8%, assuming mid-September payment. Though not as exciting as it was at the time of my...
439 Views