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...
354 Views
BBL & KBANK - NVDR Limit Increase Extension Coming Up
The Thai NVDR company can issue Non-Voting Depository Receipts (NVDR) on Thai financial institutions up to 25% of that company's paid up capital....
656 Views
The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
343 Views
Bangkok Bank - NVDRs Point to an Increase in the Foreign Premium
The premium on Bangkok Bank's foreign shares Bangkok Bank PCL (BBL/F TB) has gone from an average of 3% at the beginning of the year to parity to...
392 Views
Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
810 Views