AVIC: Just Ignore The Market-Based Value
What does one do when the total value attributable to a company based on the market capitalisation of its listed investments is more than five...
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Tory Landslide Prepares the Ground for an Economic Rebound for GB and Ireland
Boris Johnson has secured the strongest Conservative mandate since Margaret Thatcher in 1987, with an 80-seat majority in the House of Commons and...
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Last Week in Event SPACE: Toshiba, China Agri, Kosaido, Caltex, Keppel, Mystar, Guoco, Just Eat
Last Week in Event SPACE ... The possible TSE amendment to its Listing Regulations smacks of a gift/bailout/favouritism to Toshiba Corp (6502...
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(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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