bullish
Last Week in Event SPACE: Atlas Arteria, Frasers Hospitality, DTAC/True, Crown Resorts, Saratoga
375 Views12 Jun 2022 07:50
SUMMARY
- It's not clear why it would be better for Frasers Hospitality (FHT SP)'s assets to be unlisted rather than listed, so this is purely financial not strategic given the ownership.
- Atlas Arteria (ALX AU) boasts low risk, stable yielding, toll road assets. That's an attractive proposition for cash-up IFM, which now has a 15% economic interest.
- If DTAC TB / TRUE TB's merger goes through, the top two players control ~96% of the market. Even the generally complicit Thai regulator might be reluctant to grant approval.
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