Los Andes Copper: PFS Published and M&A Scene Heating Up
Los Andes Copper is a sitting duck in the current copper M&A frenzy. Lundin, Hudbay and Glencore have all recently announced copper acquisitions....
361 Views
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
210 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
320 Views
MMG (1208 HK): Rights Trade Playbook
The rights start trading on 24 June. We expect MMG shares to claw back some losses over the rights trading period, particularly towards the end.
364 Views
MMG (1208 HK): US$1.2bn Highly Dilutive Rights Issue
The rights price is HK$2.62, a 24.7% discount to the TERP. Precedents suggest that MMG shares should continue to decline heading into the ex-rights...
449 Views