Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Renaissance Ahead? We first bought up the Great Impex Theory in our last review, but since then, we noticed that BEC's share price have made a good comeback from their lows at around Bt17/sh, and they're trading in the Bt19-20/sh range right  now. Meeting with the Theory's originator LTK, we argued (&amp; he sort of agreed) that even if his theory was true, BEC isn't exactly trying to de-list itself. What they are trying to do is buy back some shares on the cheap and give them to their top stars…

Renaissance Ahead? We first bought up the Great Impex Theory in our last review, but since then, we noticed that BEC's share price have made a good comeback from their lows at around Bt17/sh, and they're trading in the Bt19-20/sh range right  now. Meeting with the Theory's originator LTK, we argued (&amp; he sort of agreed) that even if his theory was true, BEC isn't exactly trying to de-list itself. What they are trying to do is buy back some shares on the cheap and give them to their top stars…

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Event-Driven

Dreamworks Animation Skg A / Event-Driven

Comcast Corp. is downplaying antitrust concerns over its NBCUniversal unit’s pending $3.8 billion bid for DreamWorks Animation while at the same time touting the deal’s potential to grow the company on many fronts in the years to come.

Comcast Corp. is downplaying antitrust concerns over its NBCUniversal unit’s pending $3.8 billion bid for DreamWorks Animation while at the same time touting the deal’s potential to grow the company on many fronts in the years to come.

Precedent Suggests DOJ Approval for DreamWorks/Comcast with Consent Decree

United States

DreamWorks Animation SKG, Inc. develops and produces computer generated animated feature films for a broad movie-going audience.

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Dreamworks Animation Skg A (DWA US)

BEC's Comeback: Hollywood Frenemies?

Renaissance Ahead? We first bought up the Great Impex Theory in our last review, but since then, we noticed that BEC's share price have made a good...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

BEC's Comeback: Hollywood Frenemies?

Renaissance Ahead? We first bought up the Great Impex Theory in our last review, but since then, we noticed that BEC's share price have made a good...

Athaporn Arayasantiparb, CFA

Precedent Suggests DOJ Approval for DreamWorks/Comcast with Consent Decree

Comcast Corp. is downplaying antitrust concerns over its NBCUniversal unit’s pending $3.8 billion bid for DreamWorks Animation while at the same...

CTFN