Oishi Group: Shareholders Back ThaiBev’s Offer
The Offer for Oishi has closed with ThaiBev holding 98.5%. Despite the odd 5.9% gain yesterday, Oishi's IR has confirmed that i) shares are...
812 Views
Oishi Group: IFA Backs ThaiBev's Offer
Assuming completion on the 23 August, this is trading tight at 2.3%/6.9% gross annualised. If already in, stay in for completion. Otherwise, get...
277 Views
ThaiBev To Take Oishi Group Private
ThaiBev is proposing to take 79.66%-held Oishi Group private by a voluntary Delisting Offer. Assuming completion on the 23 August, I'd buy around...
387 Views
Esso Thailand: Ignore Bangchak Corp’s Takeunder
Without a quantum shift in Esso's fundamentals over the next 6-8 months, this is a takeunder. A 17% fall is excessive. Shareholders should ignore...
434 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Astra International, and Thai Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
418 Views