NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?
Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...
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Sticks & Stones: AirAsia/Noble/Abenomics
Our note on AirAsia last week seemed to hit a bit of a raw nerve both in the market and with AirAsia’s CEO, Tony Fernandes. He called our report...
380 Views
Noble Group: What new disclosure?
We’ve actually managed to write about something other than Noble Group, Asia’s largest commodity trader whose accounting is under the spotlight.Rob...
327 Views
Noble Group's Financial Alchemy
The reason Noble Group fascinates is that it’s a modern day alchemist – the mythical science of turning common metals into gold – metaphorically...
399 Views
Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
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