The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
453 Views
Gauging Foreign Investment Review Risk for Temasek Takeover of Keppel
Temasek's announcement of a pre-conditional offer to go to a 51% stake in Keppel Corp Ltd (KEP SP) on Monday was "pre-conditional" on a number of...
634 Views
Last Week in Event SPACE: Keppel, Maanshan, ZOZO, United Engineers, Unisys, Jardines, Just Eat
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP)'s shares will stay up for many months following Temasek's partial Offer. There should be...
597 Views
Keppel Corp What to Do After the Partial Tender
Fundamental long term holders of Keppel Corp should consider trimming some of their position based upon their interpretation of the outcome of the...
554 Views
Keppel Corp: Underweight and Unloved - Fund Positioning Analysis
In light of the Temasek stake in Keppel Corp Ltd (KEP SP) we thought it useful to provide an update on fund positioning among Global and Asia...
483 Views