The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Last Week in Event SPACE: Toshiba, United Tractor, Recruit, Tyro Payments, DTAC/True, Bank Of Kyoto
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Jasmine International: Last Minute Wrinkle To Broadband Sale
JAS is selling the family jewels, and plowing the proceeds into business ventures in which they have no experience or competency. This stock...
182 Views
DTAC/True: NBTC Green Lights Mobile Duopoly. With Caveats
Nearly eleven months after Total Access Communication (DTAC TB) and True Corp Pcl (TRUE TB) first announced a merger, the NBTC, the Thai...
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DTAC/True Merger: NBTC Clears the Deal with Conditions
The VTOs will likely launch in 4Q22/1Q23. Play the merger approval by buying the share price ratio of 9.020x at an 11.8% discount to the implied...
218 Views