Last Week in Event SPACE: HK Southbound, Jardine Cycle, Keisei/Oriental Land, BHP/Anglo American
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Straits Trading Cheap As ARA Asset Exposure Monetized
After my insight - Ripe For Privatisation - in October 2020, Straits Trading nicely gained ~130% over 12 months. STR then realised a ~S$685.6mn...
864 Views
Straits Trading: ARA's Pre-IPO Funding From SMBC
Based on the Scheme value of ARA,, ARA is potentially worth upwards of S$6bn. That backs out a value of S$1.3bn for STR's stake, ~30% above its...
565 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Straits Trading - Ripe For Privatisation
Stratis Trading is a buy ahead of a potential re-rating from an ARA IPO, and the recovery in underlying real estate and tin ops.
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