XL Axiata (EXCL IJ) - Riding the Wave of Price Reparation and Convergence
XL Axiata (EXCL IJ) continues to stand as the most direct way to play the data demand in Indonesia as well as being the most convergant of the...
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XL Axiata (EXCL IJ) - Linked Up for Future Growth
XL Axiata remains the purest data player in Indonesia, with convergence set to the the next driver, boosted by LinkNet synergies. Valuations...
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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...
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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...
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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,...
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