Quiddity Leaderboard SET50 Dec 24: Some Changes to Expectations; Gulf-Intuch Deal Index Implications
The Gulf-Intuch Deal could close in 1H CY25 creating a vacancy in SET 50. The highest-ranked name from the reserve list will be promoted to SET 50...
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Last Week in Event SPACE: Seven & I/Couche-Tard, Intouch, SAMTY, Korea Zinc/Young Poong
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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(Mostly) Asia-Pac M&A: GJS/Haitong, Fuji Soft, Bossini, Dyna-Mac, Beijing Capital Grand, TCM
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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The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
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Intouch? Or Perhaps "Out Of" Touch
INTUCH looks expensive here. But I've called INTUCH wrong after GULF entered the scene. I'd still avoid INTUCH. Both AIS and Thaicom have put...
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