Challenger Technologies (CHLG SP): Unconditional and Final Offer at S$0.60
The final offer's modest premium will still leave minorities aggrieved. Hitting the 90% compulsory threshold implies a minority acceptance rate of...
322 Views
Challenger Technologies (CHLG SP): Loo Family/Dymon Asia’s Skinny Unconditional S$0.56 Offer
The offer is set to follow the recent SGX voluntary unconditional offer playbook – a lowball offer followed by declaring the offer final after a...
369 Views
The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
365 Views
SYNEX : Weak 4Q22 but Positive 2023 Outlook
We maintain our BUY rating and TP of Bt24.25 based on 21.1xPE’23E (+1.0S.D of 10-year trading history). Analyst meeting came with a positive tone...
377 Views
SYNEX : Cheap Valuation, High Dividend Yield
We maintain our BUY rating and TP of Bt24.25 based on 21.1xPE’23E (+1.0S.D of 10-year trading history). 3Q22 earnings was higher than expected and...
261 Views