DTAC/TRUE Merger: Stocks Trading Near Their VTO Prices
DTAC is trading at its VTO price while TRUE is trading 3% lower than its VTO price. The risk/reward has now shifted and we would look to sell DTAC...
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DTAC/TRUE Merger: Details and Index Implications
DTAC and TRUE are exploring a merger of equals. The biggest hurdle could be regulatory approval since the merged entity would have a market share >...
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The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Carousell - Champion of the Circular Economy
Carousell is South-East Asia's largest classifieds marketplace which recently entered the uniform club with a valuation of US$1.1bn. It is a unique...
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Global Emerging Markets Weekly: 9 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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