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Thaicom Pcl (THCOM TB)
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65
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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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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416 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
•
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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363 Views
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bullish
•
Sabana Industrial REIT
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29 Jan 2023 07:10
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Osstem, Warrego, Norwest Energy, Acotec, Sabana, Jafco, Toyo
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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673 Views
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bullish
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Esso Thailand
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19 Jan 2023 12:53
Esso Thailand: Ignore Bangchak Corp’s Takeunder
Without a quantum shift in Esso's fundamentals over the next 6-8 months, this is a takeunder. A 17% fall is excessive. Shareholders should ignore...
David Blennerhassett
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442 Views
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