AC Energy Re-IPO - Lots of Moving Parts, Needs the Dust to Settle
AC Energy Corp (ACEN PM) is looking to raise up to about US$341m in its upcoming re-IPO in the Philippines. n this note, we will take a brief look...
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The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
228 Views
StubWorld: Intouch/Gulf, Yodogawa/Sheng Yu Steel, Pan Asia Chemical/Taichung Commercial
Trading at a 1.6%/4.0% gross/annualised spread. I'd wait for any weakness before entering (if playing the arb) at ~4% gross spread to terms, where...
413 Views
GULF Offer for INTUCH: Index Implications
GULF has made a conditional voluntary tender offer for shares in INTUCH that it does not hold at THB 65/share. KCE could enter the SET50 index at...
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Intouch’s Conditional Voluntary Tender Offer from Gulf Energy
Gulf Energy announced a conditional voluntary tender offer to acquire all of Intouch shares for THB65.00 cash per share. Overall, we think the...
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