Gulf (GULF TB)/Intouch (INTUCH TB) Merger and ADVANC/THCOM VTOs
The vote risk is minimal. With Advanced Info and Thaicom trading above the VTO prices, the swap ratio trade seems the best way to play the merger...
355 Views
Cascading Takeunders for INTUCH, ADVANC, and THCOM as GULF TB Seeks To "Restructure"
This is a complicated multi-conditional deal - great for GULF bad for INTUCH - which appears to be "done" except for an inter-conditional aspect...
584 Views
Thailand Short Interest Weekly (May 2nd): Delta Electronics, Scc, Krung Thai Bank
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Scc, Krung Thai Bank, Gulf...
285 Views
Thailand Short Interest Weekly (Apr 25th): Delta Electronics, Krung Thai Bank, Ptt E&P, Kasikornbank
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Krung Thai Bank, Ptt E&P,...
230 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
333 Views