True/DTAC Merger. Optional VTOs
I would not chase this here. With the top two players potentially controlling ~96% of the market, even the Thai regulator might be reticent to...
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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 - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
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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The Stocks to Own in Thailand – Vol. 34
Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...
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StubWorld: IFAs Say "Yea" For Intouch, "Nay" For AIS
I would still avoid Intouch here, but I would not short it, or short tender the stock. Best to wait until the close of the Offer to get a clearer...
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