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...
309 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...
311 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...
560 Views
The Week That Was in ASEAN@Smartkarma - Grab's Maps, Kino's Beverages & Beauty, and ThaiBev's BeerCo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
380 Views
Siloam International Hospitals (SILO IJ) -Revival of Core Patient Business in Motion
Siloam continues to expand its hospital portfolio but may look to acquire more brownfield assets in future plus it is experimenting with a managed...
372 Views