Intouch Placement: Attractive Holdco Discount and Good Track Record of past Deals
Intouch announced a UD 500 million secondary share placement. In this insight, we will provide our quick view on the deal. We think Intouch is...
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Intouch Group Recap: AIS Wants to Be AIA
Following the shocking entry of AIS into the insurance industry, we met up with AIS and the rest of the Intuch Group to check on things: Foray...
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Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
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