Rio Tinto (RIO AU/LN): Thinking About The "Unification"
At a time when the LSE has opted to dumb down the checks and balances for listed companies on its bourse, now may be just the right time to...
508 Views
CK Infra (1038 HK): London Calling
CKI announced it is considering a second listing on an overseas exchange such as London. But a dual primary listing, or a secondary listing? The...
381 Views
Jardines Bumps JCNC Stake Post MSCI Deletion
Jardine Matheson clears 83% in JCNC, up from ~78% at the beginning of the year. I see JCNC's NAV PREMIUM at 17%, down from a recent high of 29%....
831 Views
The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
252 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
342 Views