Sembcorp Restructuring Details & Timing Announced - The Arithmetic Is Compelling
Both Sembcorp Industries (SCI SP) ("SCI") and Sembcorp Marine (SMM SP) ("SMM" or, alternatively, "SCM") put out Circulars on the 22 July for their...
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Last Week In Event SPACE: Keisei/Oriental Ld, Nat'l Storage, Sembcorp, Leyou, Accordia Golf, Samba
Last Week in Event SPACE ... With Tokyo Disneyland opening this past Wednesday, Keisei Electric Railway Co (9009 JP) was coming up "expensive"....
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The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Keppel Corp - Stretched Vs Proxy Baskets And Now With New Risk
The Keppel Corp Ltd (KEP SP) Partial Offer situation is now nearly 8 months old. These pages have been relatively constantly filled with updates...
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Last Week in Event SPACE: Sembcorp, Cathay, Nichii Gakkan, Unilever, Just Eat/Grubhub
Last Week in Event SPACE ... A glorious mess amidst Sembcorp Industries (SCI SP) / Sembcorp Marine (SMM SP) rights/ in-specie restructuring,...
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