Sydney Airports (SYD AU): Opportunistic Tilt Amid Cloudy Future
A full Offer probably needs to be tabled at $9+, ~9% up from the current proposal, and an additional $2bn outlay from the Consortium. I think DD...
335 Views
StubWorld: Wilmar's Stake In Yihai Kerry At 300% Of Market Cap
I'd buy Wilmar here. Management's average buyback price of $5.08/share. YKA accounting for 3x Wilmar's market cap is unstatanble. I see a more...
569 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
StubWorld: Buybacks Resume Into Inexpensive Wilmar
Wilmar looks inexpensive here, even for a cross-border, possibly-difficult-to-short subsidiary, Holdco situation. Potential near-term catalysts...
352 Views
The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
223 Views