The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
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Last Week in Event SPACE: Keisei Electric /Oriental Land, SingTel, Alumina/Alcoa, Li Ning
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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SingTel - ROIC Trending Up; Keep BUY
With FY23 return on invested capital (ROIC) rising to 8.3% (FY22: 7.3%), SingTel's management has set a new low double-digit target in the medium...
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StubWorld: SingTel Plumbs Multi-Year Low
Singtel (ST SP)'s implied stub, net of all listcos, is currently around the lowest level outside of the global financial crisis.
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Cascading Takeunders for INTUCH, ADVANC, and THCOM as GULF TB Seeks To "Restructure"
This is a complicated multi-conditional deal - great for GULF bad for INTUCH - which appears to be "done" except for an inter-conditional aspect...
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