In today’s briefing:
- StubWorld: Intouch Not As Attractive As At First Glance
StubWorld: Intouch Not As Attractive As At First Glance
- Intouch Holdings (INTUCH TB) is coming up cheap versus Advanced Info Service (ADVANC TB). Yet the longer-term view suggests otherwise.
- Preceding my comments on Intouch are the weekly setup/unwind tables for Asia-Pacific Holdcos.
- These relationships trade with a minimum liquidity of US$1mn on a 90-day moving average, and a % market capitalisation threshold of at least 20%.
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