In today’s briefing:
- StubWorld: Intouch “Cheap” As Thaksin Returns
StubWorld: Intouch “Cheap” As Thaksin Returns
- Intouch Holdings (INTUCH TB) plumbs new 12-month lows for its implied stub, and NAV discount as the former PM returns from exile.
- Preceding my comments on Intouch are the current setup/unwind tables for Asia-Pacific Holdcos.
- These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation >20%.
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