(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
Memtech's Precision Exit
M-Universe Investments, a vehicle led by the Chuang Family/Keytech which hold 57.7% in Memtech International (MTEC SP), have announced a voluntary...
Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
Discover Singapore: Fu Yu (FUYU SP); 67% of Mkt Cap Is Cash, Trading Below Book and Offers 8% Yield
Fu Yu Corp Ltd (FUYU SP) is a small (100M USD mkt cap) Singapore based precision plastics solutions provider Revenues have been declining for...
Discover Singapore: Memtech. ~30% Net Cash Company Trading At 8.3x Ex-Cash PE
We met with Mr. Chuang Tze Mon of Memtech International Ltd (MTEC SP) on Friday, 28 April 2017. This meeting was a post 1Q results briefing and an...
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