The Week That Was in ASEAN@Smartkarma - JCNC Overstretched, Cimory Raises Funds, and AKRA's Growth
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
475 Views
Thaicom: Gulf Energy’s Low-Balled MTO Now Open For Acceptances
I'd reverse the stub here and short Intouch, and long AIS. I see no obvious trade on Thaicom. Watch for the special dividend from Intouch.
642 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
689 Views
DTAC/True Merger: The Court Dismisses the Consumer Council’s Petition
The Court ruling removes an impediment to the merger. Completion is targeted for 1Q23. The current share price ratio of 9.072x vs exchange ratio of...
522 Views
The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
485 Views