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Thaicom Pcl (THCOM TB)
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57
Analysis
Communication Services
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Thailand
Thaicom PCL operates satellite communication business. The Company operates and provides satellite transponder services. Thaicom also provides Internet, satellite uplink/downlink, and telephone network services.
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bearish
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Intouch Holdings
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08 Sep 2021 11:54
Intouch (INTUCH TB): It's All Happening
Current levels for Intouch are unsustainable and unjustifiable. I like to see this premium reverse before getting involved. The fortunes of...
David Blennerhassett
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309 Views
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bullish
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Intouch Holdings
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24 Aug 2023 10:40
StubWorld: Intouch "Cheap" As Thaksin Returns
The negative implied stub and NAV discount are arguably close to the long-term averages. Strange things happen in Thailand. And Thaksin's return...
David Blennerhassett
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425 Views
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bearish
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Intouch Holdings
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14 Jun 2023 11:10
StubWorld: Intouch Not As Attractive As At First Glance
Unless Gulf were to reload another Offer - it cannot be ruled out - the NAV discount should continue to widen. I would not set up the stub trade here.
David Blennerhassett
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413 Views
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bullish
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Newcrest Mining
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12 Feb 2023 07:15
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newmont/Newcrest, StanChart, Boustead Proj., Ihara, Iwasaki
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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388 Views
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bullish
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Osstem Implant
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01 Feb 2023 12:50
(Mostly) Asia M&A, Jan 2023: Essential Metals, Relia Inc, Osstem Implant, Esso Thailand
For the month of January, four new deals were discussed on Smartkarma with an overall announced deal size of ~US$3bn. The average premium for the...
David Blennerhassett
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362 Views
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