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...
460 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank Negara Indonesia
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bukalapak, Astra International, Siloam International Hospitals, Bumrungrad Hospital,...
277 Views
The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, 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...
179 Views
Telco: 1Q24 Preview: TLKM’s Inline 1Q24 Earnings Implies Possible Limited Downside for ISAT and EXCL
We noted Telkom’s resilient 1Q24 topline as per expectations amid seasonality which implies IOH and EXCL may also deliver inline revenue.
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HKBN (1310 HK): Déjà Vu as Privatisation Rumours Resurface
The probability of a takeover offer is low, which explains TPG/MBK's exploration of other options. An attractive dividend yield continues to...
441 Views