DTAC/True Merger: NBTC Clears the Deal with Conditions
The VTOs will likely launch in 4Q22/1Q23. Play the merger approval by buying the share price ratio of 9.020x at an 11.8% discount to the implied...
312 Views
DTAC/True Merger: NBTC Set to Decide on the Merger on 20 October
The current share price ratio of 8.873x vs implied swap ratio of 10.221x is the lowest since the announcement of the potential VTO. Buy the share...
362 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, JCNC's Discount, and SCB in Thailand
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
320 Views
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