The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Last Week in Event SPACE: Capitaland, Boral, Milton/WHSP, Santos/Oil Search, Education Profit Ban
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Capitaland Restructuring - Be Careful Not to Price In the NEXT Restructuring Too Soon
Capitaland proposed a restructuring where parent CLA will buy the development biz, and spin out to investors a kind of large virtually-stapled...
685 Views
ComfortDelgro (CD): Buy On (Temp) Weakness
Capitaland and City Dev are to provide rent relief to their tenants, Comfort does not need to give relief to its drivers, and SG mobility rate is...
301 Views
CTOS Digital IPO - Market Leader, Strong PE Record and Cornerstone
CTOS Digital (CTOS) aims to raise up to US$291m via its Malaysian IPO. It is majority owned by Creador, a PE firm. CTOS is the largest credit...
340 Views