StubWorld: Reverse Intouch's Stub; (Potentially) Set Up PICC (1339 HK)'s
Intouch Holdings (INTUCH TB)'s long-term discount to NAV and the simple ratio (Intouch over Advanced Info Service (ADVANC TB)) are at all-time...
320 Views
SET50 Index - Proposed Methodology Changes: Scenarios, Names Affected & Impact
The SET has commenced a market consultation on the proposed changes to make its indices free float market cap weighted. We look at the impact on...
446 Views
SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
435 Views
StubWorld: Intouch Is A Short Here
The current NAV discount - or simple ratio - are not sustainable. Unless Gulf reloads another 5%, at a NAV discount level 10ppt tighter than when...
390 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
196 Views