StubWorld: Sembcorp's Lifeline To Marine Blurs Parent Ops
This week in StubWorld ... A five-year subordinated loan of S$2bn from Sembcorp Industries (SCI SP) will strengthen Sembcorp Marine (SMM SP), but...
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Repsol, Petronas & Mitsui Make Massive Gas Find in Indonesia
Repsol SA (REP SM)'s discovery is very significant for the companies involved and others around the area, which we discuss in detail below. It is...
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Indonesia Upstream Gas Asset Sale: Positive Read-Through to Other SE Asia Gas Companies
We analyse the sale of a stake in the Mako gas field in Indonesia to Coro Energy PLC (CORO LN) by West Natuna Exploration Limited, majority owned...
475 Views
StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
730 Views
The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
420 Views