Intouch’s Conditional Voluntary Tender Offer from Gulf Energy
Gulf Energy announced a conditional voluntary tender offer to acquire all of Intouch shares for THB65.00 cash per share. Overall, we think the...
298 Views
Intouch Holdings: Gulf's Inexplicable Offer
I don't get the logic behind the Offer. Still, this looks done. Trading at a 4.4%/11.2% gross/annualised spread, assuming five months to complete....
474 Views
Grab SPAC Listing - High on Ambition, Very High on Valuation
On 13th Apr 2021, Grab announced that it plans to go public in the US in partnership with Altimeter Growth Corp at an equity valuation of...
584 Views
The Week That Was in ASEAN@Smartkarma - Digital Finance, Microlending, and REITs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
245 Views
StubWorld: Intouch Is A Short Here
The current NAV discount - or simple ratio - are not sustainable. Unless Gulf reloads another 5%, at a NAV discount level 10ppt tighter than when...
374 Views