ENTITY
Thaicom Pcl

Thaicom Pcl (THCOM TB)

155
Analysis
Communication ServicesThailand
Thaicom PCL operates satellite communication business. The Company operates and provides satellite transponder services. Thaicom also provides Internet, satellite uplink/downlink, and telephone network services.
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06 Jan 2025 01:04

Insignia Financial (IFL AU): CC Capital Wades In With A $4.30/Share NBIO

Terms are non-binding. I think IFL should engage here. However, I'm not confident Tanarra is willing to kick out at a 7.5% premium to Bain's terms.

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bullishViva Goods
03 Jan 2025 04:21

Bossini (592 HK): 10th Feb Scheme Vote

The spread is there and Viva is shortable.  Not sure if you can take down borrow cheaply. Otherwise, this is an avoid. Viva is trading rich. It may...

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03 Jan 2025 02:27

Get Nice Financial (1469 HK): EGM Set For Get Nice (64 HK)'s Scrip Offer

The more interesting bet is GNH (64 HK) at a 74% discount to NAV and 0.21x P/B, which will (should) be taken out next. That may be worth a punt.

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bullishESR Group
01 Jan 2025 22:15

(Mostly) Asia M&A, Dec 2024: De Grey, Insignia, ESR Group, Fosun Tourism, HKBN, Pentamaster, Beenos

For Dec 2024, 13 new transactions were discussed on Smartkarma with an overall deal size of ~US$16bn. The Dec average premium for these new...

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30 Dec 2024 06:43

GAPack (468 HK): Hong Kong's Takeovers Code Needs A PUSU Rule

It's ~21 weeks since co-founders Jeff Bi and Gang Hong tabled a non-binding Offer. With no firm Offer in sight, AND contesting a SAMR ruling, they...

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