Thai Corona Crisis (May): HomeComing and Back to Business Themes
As number of new cases decline, Thailand eases on the measures while keeping an eye on the COVID-19 comeback due to its citizens returning from...
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XL Axiata (EXCL IJ) - Rare and Ironic COVID-19 Beneficiary
A remote call with XL Axiata (EXCL IJ) management cemented home that the company is benefitting from the COVID-19 outbreak, as its customers are...
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Intouch: Temasek Trims Stake; More To Come
As discussed by Zhen Zhou, Toh in Intouch Placement - Wide Discount to NAV but Could Be Held Back by Overhang, Temasek is understood to be...
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Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
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Intouch Placement - Wide Discount to NAV but Could Be Held Back by Overhang
Temasek is looking to sell 135.2m shares of Intouch Holdings (INTUCH TB) worth about US$190m. We have covered the August 2019 selldown in: Intouch...
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