NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?
Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...
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The Contrarian Retort. Consider a Sembcorpian Bailout.
Oil-capex has continued its slide. Meanwhile, there is increasing global overcapacity for rigs. Brazil's orderbooks look risky. Could PBR's...
299 Views
Sembcorp Reported Dismayed Q3 2015 Result Given Profit Reversals and Impairment, FVE Lowered
Sembcorp reported a dismayed third-quarter 2015 result as net profit and revenue declined 17% and 36% year on year, respectively, to SGD 247...
284 Views
This quality rig builder has pricing power, but low-cost competitors are gaining traction.
We lower our earnings forecast and fair value estimate on Keppel Corp as we scale back our expectations on the company's offshore and marine, or...
288 Views
3Q15 results: Earning deterioration finally speeds up. More to come.
We have been warning about earnings downgrade as early as the beginning of this year. We were in the view that the street is too generous on SMM's...
276 Views