Sembcorp - 14 Years Wait, Will SCI Strike Again?
More than a decade ago, Sembcorp Industries ("SCI") tried to privatize Sembcorp Marine ("SMM") but they weren't successful as SMM's shareholders...
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SembCorp Marine's Q3 Disappoints; Fair Value Estimate Cut
We reduce Sembcorp Marine’s, or SMM’s, 2016-18 earnings forecasts by 10%-54% to factor in disappointing third-quarter results. SMM’s cumulative...
177 Views
Jababeka (KIJA IJ) - Toyotas, Textiles, and Tourism - On the Ground in J-Town
An interesting journey in Jakarta by Bluebird, by foot, and eventually by Ojek (motorcycle taxi) took me to a breakfast meeting with Kawasan...
273 Views
Rolling Stock and Railway Track
Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several...
184 Views
Takeaways from ASEAN - Investment Opportunities
Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...
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