Asia-Pac Weekly Risk Arb Summary: Razer, Link Net, ARA LOGOS, Guodian Tech, GJ Steel
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Link Net (LINK IJ): Axiata's MTO
Currently, trading at a gross/annualised spread of 10.0%/16.6%. I'd get involved here either for the arb, or to play the back-end.
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Link Net (LINK IJ) - On the Cusp of a Game Change
Link Net just released a solid number for 3Q2021 despite slow subscriber numbers but we see a stake sale to XL Axiata as the key to an acceleration...
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The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Link Net (LINK IJ) - Profitability Intact but Shy on Subscribers
Link Net (LINK IJ) remains attractive as a proxy for the low penetration rates for high-speed fixed broadband in Indonesia as the best quality...
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