SembCorp Marine and SCI - A Gloriously Messy Recap and De-Merger - Big Win for SCI
Last week on Wednesday, 90 minutes from the close, Sembcorp Marine (SMM SP) mounted an unusual rally ending with the stock up 17.2% on the day....
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SMM Rights Issue & Demerger Is One Step Closer to Keppel O&M+SMM Merger
Singapore based Sembcorp Industry & Sembcorp Marine announced a S$2.1 billion renounceable Rights issue. In this note, we will take a look at...
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Keppel Corp Partial Tender Update - Odds Less In Your Favor Now Than Before
This trade has been on my radar for months, and I attempt to provide regular updates. Those who have clicked the Appreciate button on one of the...
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Keppel Corp Arb Grids - Updated 20 March
The Arb Grids have had to be adjusted because of dramatic falls in price in Keppel Corp Ltd (KEP SP). A few people have requested them, so I have...
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Keppel Corp Update - Implied Likelihood Up As Market Falls, Meaning...
....The Proxy Baskets Are In Free Fall.Since I wrote just four days ago, the market-implied likelihood that Keppel Corp Ltd (KEP SP) suitor Temasek...
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