The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
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Peace Within the Board and Focus on Organic Growth
Gone the takeover angle, Cellnex's new strategy focuses on organic growth and deleveraging, aiming an investment grade rating and reducing net debt...
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AMT/Cellnex: Lower Chances of a Bid
American Tower stated during FY 2022 results presentation that debt reduction is its main priority. The probability of a takeover bid for Cellnex...
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AMT/Cellnex: Possible Combination?
Press reported (20 January) that American Tower and Brookfield are preparing to launch a takeover bid for European towerco leader Cellnex with the...
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VNET’s Opportunistic US$8.20 Bid from the Founder
The offer is unattractive. Nevertheless, with the data centre M&A activity levels remaining elevated, the current mispricing of the shares will...
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