Weekly Deals Digest (26 Feb) - Sembcorp Marine, Jiangnan, Origin Energy, Nitro, Boustead, Fujitec
Last week, notable developments occurred in Event-Driven (Sembcorp Marine, Halcyon, Boustead, Jiangnan, Techtronic, Fujitec, Nitro, Pushpay,...
344 Views
The Week That Was in ASEAN@Smartkarma - My E.G. Services, Keppel Corp, and Adaro Energy's BuyBack
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
292 Views
Sembcorp Marine (SMM SP): Short-Term Share Overhang Vs the Long-Term Value
In the short term, Keppel's distribution in-specie of new SMM shares creates an overhang. Longer-term new SMM’s order book of S$18.1 billion...
791 Views
Weekly Deals Digest (19 Feb) - Fujitec, Toyo, AAG Energy, Yashili, Newcrest, Keppel, Pertamina
Last week, notable developments occurred in Event-Driven (AAG Energy, Yashili, Fujitec, Toyo Construction, Newcrest, Norwest, Origin Energy, Star...
383 Views
Keppel Goes Ex- SMM Spinoff This Week - NEWKEP Is Still A Buy
Keppel Corp today = NEW KEP and 19.1 shares of SMM. NEWKEP is probably underpriced. SMM is a sell because of significant overhang (there may be a...
855 Views