ARA LOGOS/ESR-REIT Scheme Meeting on 21 March, IFA Opinion
ARA Logos and ESR-REIT merger scheme meeting is set for 21 March. The IFA considers the revised scheme consideration to be fair. For a 28 April...
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MCT and MNACT’s Options for Dealing with Quarz’s Campaign
MCT has three options – keep the terms unchanged, improve the terms or support MNACT's board benchmarking the merger vs alternative transactions.
356 Views
ARA Logos (ALLT SP): ESR Bumps. Scheme Meeting Delayed
I don't see the revised terms swaying the proxy advisors. The recent voting for Soilbuild Business Space REIT's Scheme was very close. 89.32% voted...
312 Views
One Year After Failed Merger, A Pyrrhic Victory for Sabana's Unitholders?
In Dec 2020, Sabana's unitholders voted down a proposed merger with ESR-REIT. A year on, we look into Sabana and discuss whether its unitholders...
364 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
298 Views