The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
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Last Week, in Event SPACE (1 July 2017)
In this note, we look at the farrago of issues encircling Toshiba Corp (6502 JP); the pointy end on Global Logistic Properties Ltd (GLP SP) at the...
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Thoughts on Global Logistic Properties as Final Bids Prepared; Fewer Bidders Not a Good Thing
The objectives of writing this piece are to recap Friday's reports of bidders for Global Logistic Properties Ltd (GLP SP) dropping out of the...
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Wheelock Properties - To Privatise or Not
The rumour mill speculating on the privatisation of Wheelock Properties (S) Ltd (WP SP) is again doing the rounds. The stock is up around 10% in...
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SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creation of data-driven logistics firm 菜鸟网路 (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
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