The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Last Week in Event SPACE: Wheelock, Sawada, Breadtalk, Healius, Bumrungrad, Keppel, Genting
Last Week in Event SPACE ... Receiving the full value of Wheelock (20 HK)'s listed holdings (plus a shade extra above the true ratio) plus...
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Keppel Corp Update - STILL Trading Cheap
Four months ago, Temasek announced its intention to conduct a Partial Offer to bring its stake in Keppel Corp Ltd (KEP SP) from just over 20% to...
660 Views
(Mostly) Asia M&A: February 2020 Roundup
For the month of February, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$24bn. Clicking on the company...
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Last Week in Event SPACE: Keppel, Aussie Unity, Jardines, Delphi, Hong Kong's WVRs, Ingenico
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is still trading cheap to its index and earning comps. It is trading relatively cheap...
395 Views