GSK (GSK.L/GSK.N) Activists Likely to Question the Spin-Off
Good data points were presented at the #GSK briefing around the embedded value, but strategic missteps by management may question the spin-off...
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Airport of Thailand (AOT): Phuket Sandbox
The Phuket reopening sandbox will be a proof of concept of whether 1) Thailand's health infrastructure is ready to accept foreign tourists and 2)...
255 Views
Betta Pharmaceuticals IPO Initiation: One Step Forward, One Step Back
Betta is pre-marketing an H Share listing to raise $800 million, according to press reports. Overall, we think that Betta faces several challenges...
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Airport of Thailand (AOT): 3rd Wave Is a Charm
The sell off AOT soon due to worsening conditions in the third wave of the COVID-19 outbreak.Investors should take advantage of the sell-off in...
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SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights CNH has traded well against most currencies, and flows remain strong. Therefore, recent USD/CNH...
624 Views