The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
509 Views
ASEAN Utilities: From Tap To Socket
I'd be shorting Intouch Holdings' shares here, and going long Advanced Info Service Public, along with some Singapore Telecom.
557 Views
Singtel: Demand Surge
Sentiment turns for Singtel after a raft of opening positions among Asia Ex-Japan active managers. Follows rotation into broader Singapore market...
631 Views
DTAC/True Merger to Proceed but Without the VTOs
Merger completion is targeted for 1Q23. The current share price ratio of 8.750x vs the exchange ratio of 10.221x is attractive. Timing and...
498 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 Views