Gulf (GULF TB)/Intouch (INTUCH TB) Merger and ADVANC/THCOM VTOs
The vote risk is minimal. With Advanced Info and Thaicom trading above the VTO prices, the swap ratio trade seems the best way to play the merger...
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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...
510 Views
The Stocks to Own in Thailand – Vol. 44
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
414 Views
The Stocks to Own in Thailand – Vol. 43
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
281 Views
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
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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