PCC Concludes Merger-To-Monopoly In Holcim/San Miguel Tie-Up
Back on the 9 May last year, San Miguel (SMC PM) and LafargeHolcim Ltd (LHN SW) entered into a share purchase agreement whereby SMC (via...
420 Views
The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
566 Views
SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
647 Views
StubWorld: Extreme Bifurcations in Orion Holdings And JCNC
This week in StubWorld ... For what is essentially a simple single stock Holdco structure, Orion Holdings (001800 KS)'s near-on 60% discount to...
755 Views
TRADE IDEA - Jardine Cycle & Carriage (JCNC SP) Stub
Volatility has spiked, markets in Asia and around the world have fallen and the talking heads continue to chatter about where markets are heading....
859 Views