Last Week in Event SPACE: Softbank, Delta, U-Shin, CJ Hello, Glow, Sigma, Oslo Bors, Hang Lung
Last Week in Event SPACE ... Softbank Group (9984 JP)'s discount to NAV could narrow with Softbank looking to buy 10-13% of Real World...
640 Views
AIS Growth Has Been Slowing as DTAC Returns to the Scene. 2019 Outlook Uncertain.
We met AIS (ADVANC TB) earlier this week at their Analyst Day in Bangkok. The recent results confirm our concerns over market growth slowing, with...
585 Views
StubWorld: Hang Lung's Implied Stub At Extreme Levels
This week in StubWorld ... Hang Lung (10 HK) has lagged 57.6%-held Hang Lung Properties (101 HK) after announcing full-year results, resulting in...
735 Views
Catch-Up Session with Intuch Group
We caught up with Intuch Group this week to check how things were going on with them and their subsidiaries, AIS and Thaicom. It's good to touch...
513 Views
DTAC: Survived 2019 but Pressured on All Sides. Maintain Reduce.
Total Access Communication (DTAC TB) has emerged from a torrid 2018 and has survived. That was not always a certainty as the year progressed and...
409 Views