Disaster As VTOs Cancelled Under DTAC/True Merger
This appears a cop-out on behalf of both Tender Offerors (Telenor & CP Group), who probably could have pushed for an extension. And why weren't...
390 Views
DTAC/True Merger to Proceed but Without the VTOs
Merger completion is targeted for 1Q23. The current share price ratio of 8.750x vs the exchange ratio of 10.221x is attractive. Timing and...
364 Views
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...
199 Views
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...
336 Views
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...
183 Views