Ramsay’s Bait-And-Switch KKR Offer Heads for the Exit
The peers’ shares have been, on average, flat since the undisturbed date. The shares are below the undisturbed price and are attractive on...
290 Views
The Week That Was in ASEAN@Smartkarma - Total Acess & True, Carro & Ninja Van Plus Indonesian Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
237 Views
Ramsay and KKR’s Game of Cat and Mouse
The value gap between the parties is not huge, and a deal remains possible. The upside (20% to the alternative proposal) vs downside (-9% to...
325 Views
Ramsay's Overdue Update on the KKR Proposal
KKR is interested but is looking to nudge the price down. A potential binding offer's risk/reward profile is favourable due to the limited downside...
326 Views
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
575 Views