Weekly Deals Digest (12 Jun): Thai Life, Link Admin, Ramsay, Link Net, China VAST, Suchuang Gas
Last week, notable developments occurred in Event-Driven (China VAST, Link Net, Suchuang Gas, Yancoal, Link, Atlas Arteria, Ramsay, Crown, True...
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DTAC/True Merger VTO Risk/Reward
The DTAC/True merger hinges on regulatory approval. The LONG True and SHORT DTAC trade is attractive, with the current spread to the div-adjusted...
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DTAC/TRUE Merger: Stocks Trading Near Their VTO Prices
DTAC is trading at its VTO price while TRUE is trading 3% lower than its VTO price. The risk/reward has now shifted and we would look to sell DTAC...
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DTAC/TRUE Merger: Details and Index Implications
DTAC and TRUE are exploring a merger of equals. The biggest hurdle could be regulatory approval since the merged entity would have a market share >...
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The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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