Reality Check XIX: Is There Some Upside to ROBINS in a Central Dept Backdoor Listing?
In this review, we try to answer questions from a friend in the banking industry regarding whether there is room to do a backdoor listing of...
564 Views
Last Week in Event SPACE: Robinson, Delong, GBST, Coway, Hydoo, Sunac, Hang Lung
Last Week in Event SPACE ... In effect, under the Robinson Delisting Offer, you are simply getting an allocation in the Central Retail IPO for the...
659 Views
Robinson Delisting Central Retail IPO Exchange Offer - Interesting, but Disadvantaged
On the 26th of July, a Board of Directors’ Meeting of Robinson Public Company (ROBINS TB) passed a resolution to propose that an Extraordinary...
1.1k Views
ROBINS: A Right for IPO Subscription of Central Retail
On Friday, July 26th evening, ROBINS announced a tender offer of the stock at Bt66.50/share (5% below our 2020 target price). The consideration...
647 Views
ROBINS: Potential Solid 2Q19 Should Counter De-Rating Trend
We maintain our BUY rating on Robinson Department Store (ROBINS TB) with a new 2019E target price of Bt70.0, from previous Bt78.0, derived from a...
661 Views