Last Week in Event SPACE: Sembcorp, Cathay, Nichii Gakkan, Unilever, Just Eat/Grubhub
Last Week in Event SPACE ... A glorious mess amidst Sembcorp Industries (SCI SP) / Sembcorp Marine (SMM SP) rights/ in-specie restructuring,...
342 Views
Cathay Pacific: A Bonfire For Money
In a highly anticipated bailout, Cathay Pacific Airways (293 HK) announced on Tuesday a HK$40.95bn rescue package, with the Hong Kong government...
496 Views
Cathay Pacific's Government Stop Gap
This was inevitable. After Singapore Airlines (SIA SP) announced on the 26 March it was seeking to raise S$5.3bn via a renounceable rights issue...
526 Views
Air China (753 HK): Thoughts on Cathay Pacific's (293 HK) Massive Re-Capitalisation Proposal
We believe both Cathay Pacific Airways (293 HK) (CX) and Air China Ltd (H) (753 HK) will benefit from CX's re-capitalisation plan with the...
366 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
354 Views