True/DTAC Merger. Optional VTOs
I would not chase this here. With the top two players potentially controlling ~96% of the market, even the Thai regulator might be reticent to...
331 Views
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 >...
363 Views
SET50 Index - Proposed Methodology Changes: Scenarios, Names Affected & Impact
The SET has commenced a market consultation on the proposed changes to make its indices free float market cap weighted. We look at the impact on...
423 Views
SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
532 Views
The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views