Thailand: Aging Poor
The political uncertainty in the past 2 decades has not subsided, in our judgment. We then expect more unpredictable disruptions and policy...
231 Views
Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
274 Views
Oishi Group: Shareholders Back ThaiBev’s Offer
The Offer for Oishi has closed with ThaiBev holding 98.5%. Despite the odd 5.9% gain yesterday, Oishi's IR has confirmed that i) shares are...
830 Views
Merger Arb Mondays (07 Aug) - JSR, ITOCHU, Allkem, Origin, Symbio, Pacific Current, United Malt, MPI
This week, the highest gross spreads are 111 (19.6%), Chindata (15.3%), Estia (12.7%), InvoCare (10.4%), ENM (9.4%), Eoflow (7.7%), JSR (7.2%),...
345 Views
Merger Arb Mondays (17 Jul) - Chindata, Eoflow, JSR, IMAX, Mason, Estia, Musgrave, Origin, InvoCare
This week, the highest gross spreads are 111 (27.5%), Chindata (15.0%), ENM (11.5%), Estia (9.6%), Poly Culture (7.8%), Costa (7.3%), Eoflow...
432 Views