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%.
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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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...
385 Views
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...
398 Views
Axiata’s EGM in Relation to the Link Net MTO Set for 26 May
The proposed MTO at IDR4,800 per share will complete by 3Q. At the last close, the annualised spread to the MTO price for a 3Q completion is 11.7%.
297 Views