Asia-Pac Weekly Risk Arb Summary: Beijing Capital Land, Suchuang Gas, Siam Dev, 1300Smiles
This insight provides a quick summary of gross/annualised (where possible) spreads on 36 (mostly) firm deals as at the last trading date, and how...
250 Views
Siam Future Development (SF TB): Central Pattana MGO As MAJOR Cineplex Exits
This is a done deal. Just a question of timing. At Bt11.70/share, you're looking at a gross/annualised spread of 20.6%/10.9%, assuming late...
204 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
369 Views
Major Cineplex : Core FCF Yield of 8.5% , Deleveraging and Dividend Payout Increase on the Cards ?
Major Cineplex Group (MAJOR TB) is quickly becoming a stock that dividend junkies could start to look at more closely. 1) With an 8.5% FCF yield (...
613 Views
MAJOR (MAJOR TB): Continued Expansion of Cinema Screens
Low price volatility vs. the market and low correlation with Western stock markets relative to its sector MAJOR plans to open 35 more cinema...
384 Views