SMM 1Q17: Sank to A Loss, Yet to See Lights at the End of the Tunnel
Sembcorp Marine Ltd (SMM SP) reported disappointing results yesterday. It is significantly below what the street was expecting. In this insight, I...
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Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
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M1 - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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