Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
632 Views
HKBN (1310 HK): China Mobile Is the Latest to Show Interest
To get an idea of the appropriate offer price, we examine shareholding dealings from substantial shareholders. Our analysis suggests that a scheme...
610 Views
HKBN (1310 HK): Trading Halt, HGC’s Rumoured Takeover Offer
It will be tough to pull off privatisation at the rumoured valuation of more than US$1bn (around HK$6 per share). Nevertheless, the renewed...
641 Views
IDX30/LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
702 Views
Telco: 1.4 GHz Spectrum Auction Nears; 5G FWA Could Reshape Industry Dynamics (OVERWEIGHT)
The 1.4 GHz spectrum opening for 5G FWA may disrupt mobile economics, with an estimated effective cost per GB ~14× below mobile.
429 Views