Last Week in Event SPACE: Nuflare, Huaneng Renew, Sembcorp/Keppel, Bank Permata, Naspers, Aramco
Last Week in Event SPACE ... The first reaction to Murakami-san buying into both Nuflare Technology (6256 JP) and Toshiba Machine (6104 JP)...
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Bangkok Bank To Buy Permata Means a Medium-Term Floor
Yesterday near the end of the Thai trading day, Bangkok Bank Public (BBL TB) released an announcement that it had agreed to buy the 89.12% of Bank...
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BBL – Permata Purchase Positive
One could go so far as to call this a game-changer for sleepy, domestic, Bangkok Bank Public (BBL TB). We can not recall anything like this since...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Last Week in Event SPACE: Z Holdings/Line, Mitsubishi Tanabe, AOF, Intouch, PCCW, BBL, Just Eat
Last Week in Event SPACE ... There is a bit of embedded optionality in the Z Holdings (4689 JP) / LINE Corp (3938 JP) transaction, but that...
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