The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
385 Views
The Week That Was in ASEAN@Smartkarma - Grab's Maps, Kino's Beverages & Beauty, and ThaiBev's BeerCo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
509 Views
XL Axiata (EXCL IJ) - Beamed to the Next Level of Convergence
Post the Link Net deal XL Axiata will now be able to offer a truly bundled service including the best quality high-speed broadband and pay-TV...
635 Views
Link Net MTO Set to Launch as Axiata Completes Stake Acquisition
We think that the MTO opens on 7 July with the earliest possible close of 11 August. At the last close, the gross and annualised spread of a 19...
457 Views
DTAC/True Merger: Administrative Court Ruling a Positive
With the Court ruling increasing the probability of a successful merger, it is attractive to buy the current share price ratio of 9.698x vs the...
534 Views