The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
334 Views
HKBN (1310 HK): Déjà Vu as Privatisation Rumours Resurface
The probability of a takeover offer is low, which explains TPG/MBK's exploration of other options. An attractive dividend yield continues to...
550 Views
XL Axiata (EXCL IJ) - Riding the Wave of Price Reparation and Convergence
XL Axiata (EXCL IJ) continues to stand as the most direct way to play the data demand in Indonesia as well as being the most convergant of the...
832 Views
Golden Eagle Energy: Share Sale Done. MTO Price Bumped
The MTO has been revised up to IDR 1305.50. Trading at a gross/annualised spread of 4.4%/16.5%. Get involved if smallish, relatively illiquid arbs,...
655 Views
Golden Eagle Energy: Last Day To Buy Cum-Divvie
This is a pretty clean arb trade. Plus you get the dividend in a little over a week. Regulatory approval will not be an issue. Trading at a gross...
577 Views