DigiCo REIT - The Positives - Hot Sector with Built in Growth
DigiCo REIT (DIGICO AU) aims to raise over US$1bn in its Australian IPO. In this note, we talk about the positive aspects of the deal.
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HKBN (1310 HK): China Mobile Resurfaces as a Rumoured Suitor
Bloomberg reports that China Mobile is exploring a buyout of HKBN and is willing to pay at least HK$5.00. The rumoured offer price will struggle to...
365 Views
Intouch? Or Perhaps "Out Of" Touch
INTUCH looks expensive here. But I've called INTUCH wrong after GULF entered the scene. I'd still avoid INTUCH. Both AIS and Thaicom have put...
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CrossASEAN Ground Zero - OVO & Superbank, SCG Packaging in Indonesia, Gig Revolt, and Data Centres
In this edition, we look at OVO and Superbank in Indonesia and how they will coexist, and SCG Packaging as it increases its Indonesia exposure...
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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...
290 Views