Last Week in Event SPACE: Barito Renewables, Honda, Raffles Medical, Daidoh, Hanwha Corp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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(Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
577 Views
Sermsuk (SSC TB): THBEV's Delisting Offer
This is done. The Offer Price is fair. Assuming completion early January 2025, I'd buy around THB 58.50, a 7% gross spread, or 15% annualised.
366 Views
Thirsty Thailand: Major Players in the Beverage Industry
When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the...
863 Views
The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
307 Views