M1 - Monsters Splash Out. A Little.
Spring 2017 saw Axiata Group (AXIATA MK), Singapore Press Holdings (SPH SP), and Keppel Corp Ltd (KEP SP) conduct a strategic review of their...
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Singapore Banks – Corporate Financial Metrics Point to Ongoing Credit Risk
Half of Singapore’s industrial, materials and energy companies in our S&P CIQ sample set with over US$100 million in debt, have seen a...
362 Views
The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
Property Division Remains the Jewel of Keppel Corp; Increasing FVE to SGD 8.50
We believe the current weakness in no-moat Keppel Corp Ltd (KEP SP)'s share price, due to the perception of negative impact from Singapore’s...
336 Views
Government Acts Decisively on Tightening Measures; Value Emerges in Singapore Real Estate Developers
With residential property prices in Singapore appreciating strongly over the past year, the government has acted decisively in lifting the...
296 Views