The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views
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...
483 Views
Weekly Deals Digest (17 Jul): WCP, BYD, Link, Genting Singapore, DTAC/True, AOF, ResApp
Last week, notable developments occurred in Event-Driven (BYD, Genting Singapore, Link Admin, DTAC/True, ResApp, Tassal, Uniti) and ECM (WCP,...
531 Views
Weekly Deals Digest (12 Jun): Thai Life, Link Admin, Ramsay, Link Net, China VAST, Suchuang Gas
Last week, notable developments occurred in Event-Driven (China VAST, Link Net, Suchuang Gas, Yancoal, Link, Atlas Arteria, Ramsay, Crown, True...
380 Views
DTAC/True Merger VTO Risk/Reward
The DTAC/True merger hinges on regulatory approval. The LONG True and SHORT DTAC trade is attractive, with the current spread to the div-adjusted...
371 Views