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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(Mostly) Asia M&A: June 2020 Roundup
For the month of June, 20 new deals were discussed on Smartkarma with an overall announced deal size of ~US$12bn. Clicking on the company name...
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Last Week in Event SPACE: Wirecard, Skyworth, Nichii Gakkan, Yixin, Perennial, 58.Com, Keppel
Last Week in Event SPACE ... Wirecard AG (WDI GR) is too toxic to touch, even from the long side with a barge pole, until all this fraud is...
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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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