DTAC/True Merger: Shares Decline on Noise About NBTC Subcommittees Voting Decision
We think this development results in the NBTC prescribing harsher conditions to the merger rather than blocking it. Due to high volatility on...
470 Views
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...
266 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...
380 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...
428 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...
350 Views