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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Sembcorp Industries/Sembcorp Marine Rights Issue and Demerger
Sembcorp Industries (SCI SP) and Sembcorp Marine (SMM SP) have jointly announced a two-step transaction. First, SMM will be recapitalised through a...
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Sembcorp Marine Rights Offer - Cast Away
Yesterday saw the announcement of a S$2.1bn Rights Issue by S$1.78bn market cap sembcorp marine (SMM SP), to be backstopped by both Sembcorp...
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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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