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Jasmine Broadband Internet Infrastructure Fund (JASIF TB)
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48
Analysis
Financials
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Thailand
Jasmine Broadband Internet Infrastructure Fund is a holding company. The Company invest primarily in the telecommunications industry.
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bearish
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Jasmine International PCL
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28 Sep 2022 12:15
Soon-To-Be Cashed-Up Jasmine After Broadband Sale
The more you dig into JAS, the less likely this is a great investment. JAS is selling its core assets, and deploying the proceeds into business...
David Blennerhassett
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208 Views
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bullish
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Advanced Info Service
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26 Sep 2022 18:16
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%.
David Blennerhassett
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236 Views
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bullish
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Rakuten
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10 Jul 2022 07:41
Last Week in Event SPACE: Chugoku Bank, Link Admin, Rakuten, Tassal, Pipedo
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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369 Views
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bullish
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SPH REIT
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10 Jul 2022 07:40
Asia-Pac Weekly Risk Arb Wrap: Pipedo, Link Administration, Tassal, Giordano, Hwa Hong, SPH REIT
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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322 Views
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bullish
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Advanced Info Service
•
05 Jul 2022 11:54
Jasmine Acquisition To Expand Advanced's Broadband Footprint
The spotlight has been on DTAC/True for most of this year. AIS is Thailand's largest mobile phone operator, and is looking to boost its subscriber...
David Blennerhassett
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387 Views
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