Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Thaicom Pcl (THCOM TB)
Watchlist
72
Analysis
Communication Services
•
Thailand
Thaicom PCL operates satellite communication business. The Company operates and provides satellite transponder services. Thaicom also provides Internet, satellite uplink/downlink, and telephone network services.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Esso Thailand
•
19 Jan 2023 12:53
Esso Thailand: Ignore Bangchak Corp’s Takeunder
Without a quantum shift in Esso's fundamentals over the next 6-8 months, this is a takeunder. A 17% fall is excessive. Shareholders should ignore...
David Blennerhassett
Follow
447 Views
Share
bullish
•
Esso Thailand
•
12 Jan 2023 14:29
Esso Thailand: Bangchak Corp's Takeunder
Without a high degree of clarity on Esso's net debt and working capital adjustments, this is an avoid for arb investors. From an equity valuation...
David Blennerhassett
Follow
602 Views
Share
bullish
•
SBI Shinsei Bank
•
08 Jan 2023 07:25
Last Week In SPACE: Shinsei Bank, Warrego Energy, Korean Bank Activism, Japfa
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
Follow
445 Views
Share
bearish
•
Intouch Holdings
•
06 Jan 2023 11:31
Thaicom: Gulf Energy’s Low-Balled MTO Now Open For Acceptances
I'd reverse the stub here and short Intouch, and long AIS. I see no obvious trade on Thaicom. Watch for the special dividend from Intouch.
David Blennerhassett
Follow
533 Views
Share
bullish
•
China Traditional Chinese Medicine
•
11 Dec 2022 07:35
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Xingda, Nitro, Chip Eng Seng, Traditional Chinese Medicine
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
Follow
393 Views
Share
First
Previous
2
3
4
5
6
7
8
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.5
x