SET50 Index: Market Consultation & DTAC/TRUE Merger Impact
We look at potential index changes following SET's proposal to reduce the monthly turnover ratio from 5% to 2%. Separately, the DTAC/TRUE merger...
419 Views
Intouch: AIS' Expanding Broadband And Expected Mobile Duopoly
I'd still be shorting Intouch here and buying Advanced Info. I believe a more reasonable discount to NAV target is >20%.
248 Views
Merger Arb Mondays (26 Sep) - Fengxiang, Lifestyle, EVOC, DTAC/True, VNET, 111, Ramsay, Genex
This week, the highest gross spreads are Fengxiang (61.1%), Alliance Aviation (48.9%), Infomedia (42.9%), Ramsay (38.8%), VNET (37.9%), 111...
329 Views
Last Week in Event SPACE: Toshiba, Oz Minerals, Link Admin, Sands China
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
334 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Shandong Fengxiang; Raysum, Kito Corp, True/DTAC, OZ Min
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
272 Views