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...
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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: The Energy Giant to Acquire Telecom Big Shot
We revise up the target price to Bt43.0 (from previous Bt41.4) incorporating the Bt1.6 from additional stake in INTUCH. Our valuation is derived...
251 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...
363 Views
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...
305 Views