Indonesian Coal = the New Tobacco? Dividend Bonanza Coming: 48-65% Dividend Yields Possible
Coal is the new tobacco and could remain stronger for longer with Russian coal out of the market. Shares have re-rated but dividend yields in FY22...
734 Views
Bumitama Agri: Lagging CPO Price Action; Large Special Dividend Possible at FY21 Results Briefing
Bumitama Agri will celebrate its 10 year listing anniversary in 2022. This opens the door for special dividends as high CPO prices and unhedged...
528 Views
(Mostly) Asia M&A, Dec 2023: Vinda, Adbri, Perpetual, CPMC, Sigma Health, Shinko Electric
For the month of December, 16 new deals were discussed on Smartkarma with an overall deal size of ~US$10bn. The average premium for the new deals...
277 Views
(Mostly) Asia M&A, Oct 2023: Haitong, Azure, Hollysys, Aeon, Teraoka, Tietto, Lithium Power
For the month of October, 7 new deals were discussed on Smartkarma with an overall deal size of ~US$4bn. The average premium for the new deals...
336 Views
The Week That Was in ASEAN@Smartkarma - Solid BCA, Medikaloka Hermina, and The Keepers Season
The past week saw insights on Bank Central Asia (BBCA IJ), Medikaloka Hermina (HEAL IJ), Sariguna Primatirta (CLEO IJ), Philippine Stock Exchange...
376 Views