(Mostly) Asia-Pac Weekly Risk Arb Wrap: Xingda, Nitro, Chip Eng Seng, Traditional Chinese Medicine
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
384 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...
246 Views
Singtel Holds The Key To Gulf Energy's Takeunder For Thaicom
This is a low-balled Offer from Gulf, Singtel can scupper the transaction. But would they want to be immersed in the politics overseeing the...
255 Views
Intouch: AIS' Expanding Broadband And Expected Mobile Duopoly
I'd still be shorting Intouch here and buying Advanced Info. I believe a more reasonable discount to NAV target is >20%.
230 Views
Earnings Review: Thaicom Plc.
THCOM marked a wider loss in the core operation in 2Q21 on higher legal fees, although the margin for the satellite business stabilized.
78 Views