Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
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PTT Group: GPSC-Glow Deal Update / Getting GGC Back on Track
Today, we visited GPSC, which has committed to doing the biggest deal in Thailand for 2018 with its plans to acquire Glow. In many ways, GPSC will...
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The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Last Week in Event SPACE: FamilyMart, CDRs, SK Telecom, APN, Gateway, Rusal
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) will be squeezy until something changes with the index construction Where...
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Reality Check XV: How Might a GPSC-Glow Deal Look Like?
Titan Genesis. Though initially skeptical about the potential acquisition of Glow by GPSC repeatedly discussed in the media ( Snippets #11: DTAC...
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