The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and SAT's Acquisition.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
311 Views
Bank Negara Indonesia (BBNI IJ) - More Than Meets the Eye
Bank Negara Indonesia (BBNI IJ) remains the laggard amongst the top four Indonesian banks but we see this as unjustified given improving returns...
553 Views
DTAC/True Merger: Council of State’s Decree Paves the Way for Completion
The NBTC remedial measures will likely focus on consumer protection measures. It is attractive to buy the current price ratio of 9.150x as it is a...
411 Views
DTAC/True Merger: NBTC Likely to Set Measures to Approve Merger
Reports suggest that the NBTC will propose ten measures to approve the merger. At the last close, DTAC and True’s gross spread to the VTO price is...
522 Views
Weekly Deals Digest (04 Sep) - Giordano, BYD, Link Net, MACA, Nitro, Nearmap, Leapmotor, Onewo
Last week, notable developments occurred in Event-Driven (BYD, Giordano, MACA, Nitro, Link Net) and ECM (Leapmotor, Onewo).
425 Views