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Keppel Corp (KEP SP)
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Industrials
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Singapore
Keppel Corporation Limited's core businesses are offshore and marine, infrastructure, property investment and development, telecommunications and transportation, energy, and engineering.
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bullish
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Thematic (Sector/Industry)
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24 Feb 2017 23:14
The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
Angus Mackintosh
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260 Views
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bearish
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Thematic (Sector/Industry)
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24 Feb 2017 14:28
Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
Valerie Law, CFA
754 Views
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bullish
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Thematic (Sector/Industry)
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20 Feb 2017 13:00
Thailand's Troubled Transition
Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...
Control Risks
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169 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 23:23
The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
Angus Mackintosh
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373 Views
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bearish
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Thematic (Sector/Industry)
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14 Feb 2017 00:02
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
Valerie Law, CFA
3.2k Views
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