Last Week in Event SPACE: Nuflare, Huaneng Renew, Sembcorp/Keppel, Bank Permata, Naspers, Aramco
Last Week in Event SPACE ... The first reaction to Murakami-san buying into both Nuflare Technology (6256 JP) and Toshiba Machine (6104 JP)...
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Sembcorp: Can a Keppel Merger Unlock Capacity Reduction?
Temasek’s bid to raise its stake in Keppel Corp above 50% has fanned the flames of consolidation speculation regarding the O&M segment of...
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Keppel Corp What to Do After the Partial Tender
Fundamental long term holders of Keppel Corp should consider trimming some of their position based upon their interpretation of the outcome of the...
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Temasek’s Partial Cash Offer for Keppel Built on Promises
Keppel Corp Ltd (KEP SP) is a diversified conglomerate with its core businesses in property investments & development, offshore & marine...
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The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
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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