The Week That Was in ASEAN@Smartkarma - Adaro's Sustainability, ROTI's Diversification, and BUKA.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Last Week in Event SPACE: Prosus/Naspers, Link Admin, Bank of Kyoto, Tassel, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
405 Views
Link Net: Home Straight For Axiata's MTO
Currently, trading at a gross/annualised spread of 2.5%/12.8%, assuming mid-September payment. Though not as exciting as it was at the time of my...
369 Views
Weekly Deals Digest (26 Jun) - ThaiBev's BeerCo, Thai Life, Tianqi Lithium, Giordano, DTAC/True
Last week, notable developments occurred in Event-Driven (DTAC/True merger, Giordano, Link Net, Infomedia, ResApp, AOF, Hwa Hong, AKM, Irongate)...
436 Views
Last Week in Event SPACE: Toshiba, Hutch Tel, SenseTime, Giordano, DTAC/True, Toyo Const., ResApp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
603 Views