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ENTITY
Thaicom Pcl (THCOM TB)
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154
Analysis
Communication Services
•
Thailand
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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bullish
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Greatview Aseptic Packaging
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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...
David Blennerhassett
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703 Views
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bullish
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Honda Motor
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28 Dec 2024 22:45
Last Week in Event SPACE: Honda, Shanghai Henlius, Exedy, Arcadium Lithium
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
David Blennerhassett
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596 Views
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bullish
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Nec Networks & System Integr
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28 Dec 2024 22:30
(Mostly) Asia-Pac M&A: Makino, Henlius, GAPack, Nec Networks, Suntec REIT, VCredit, Pentamaster
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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500 Views
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bullish
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Suntec REIT
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24 Dec 2024 03:38
Suntec REIT (SUN SP): Tang's Offer Now Open
This appears an obligatory MGO. I wouldn't expect the Tangs to extend beyond the First Close. Suntec is not expensive at 0.6x P/B. But I don't...
David Blennerhassett
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705 Views
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bullish
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Greatview Aseptic Packaging
•
24 Dec 2024 01:12
GAPack (468 HK): XJF's Offer Now Open
Even if Bi (9.17%) and Hong (5.55%) don't tender, XJF should still get to 50%. It's still doable even if Mengniu doesn't tender. If illiquid arbs...
David Blennerhassett
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827 Views
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