The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead
This week in StubWorld ... Temasek's latest divestment pushes Intouch Holdings (INTUCH TB)'s implied stub towards multi-year lows. Preceding my...
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ECM Weekly (17 Aug 2019) - Topsports, AGS Transact, Poly Property, WeWork
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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Intouch Placement: Attractive Holdco Discount and Good Track Record of past Deals
Intouch announced a UD 500 million secondary share placement. In this insight, we will provide our quick view on the deal. We think Intouch is...
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Intouch Group Recap: AIS Wants to Be AIA
Following the shocking entry of AIS into the insurance industry, we met up with AIS and the rest of the Intuch Group to check on things: Foray...
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