SET50 Index Rebalance: CENTEL, COM7, DELTA, RATCH Added; BLA, IRPC, KCE, SAWAD Out
There are 4 changes for the SET50 Index in Dec, all in line with forecasts. Passive trackers will need to buy between 2-4 days ADV on the adds...
908 Views
I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday Cheer
I-Tail, an OEM in the wet pet food category, raised around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group (TU TB).
645 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
272 Views
Singtel Holds The Key To Gulf Energy's Takeunder For Thaicom
This is a low-balled Offer from Gulf, Singtel can scupper the transaction. But would they want to be immersed in the politics overseeing the...
292 Views
Intouch: AIS' Expanding Broadband And Expected Mobile Duopoly
I'd still be shorting Intouch here and buying Advanced Info. I believe a more reasonable discount to NAV target is >20%.
248 Views