StubWorld: IFAs Say "Yea" For Intouch, "Nay" For AIS
I would still avoid Intouch here, but I would not short it, or short tender the stock. Best to wait until the close of the Offer to get a clearer...
222 Views
StubWorld: Gulf's Curious Offer For Intouch Now Open
I would avoid Intouch here, but I would not short it. I think we have to wait until the close of the Offer to get a better idea of what Gulf's next...
310 Views
StubWorld: Intouch's Big Share Transfer
The vote and the waiver are a formality. Trading super tight at 1.2%/4.4% gross/annualised. I'd avoid the arb here and wait for any weakness...
224 Views
StubWorld: Intouch/Gulf, Yodogawa/Sheng Yu Steel, Pan Asia Chemical/Taichung Commercial
Trading at a 1.6%/4.0% gross/annualised spread. I'd wait for any weakness before entering (if playing the arb) at ~4% gross spread to terms, where...
386 Views
GULF Offer for INTUCH: Index Implications
GULF has made a conditional voluntary tender offer for shares in INTUCH that it does not hold at THB 65/share. KCE could enter the SET50 index at...
340 Views