SMM Rights Issue & Demerger Is One Step Closer to Keppel O&M+SMM Merger
Singapore based Sembcorp Industry & Sembcorp Marine announced a S$2.1 billion renounceable Rights issue. In this note, we will take a look at...
748 Views
Keppel - Implied Likelihood of Temasek Walking Away or Dealbreak
The Keppel Corp Ltd (KEP SP) situation has been much discussed by me, and I imagine by others of my ilk out there (though I don't see those). My...
689 Views
Kawasan Industri Jababeka (KIJA IJ) - Full of Eastern Promise?
Kawasan Industri Jababeka (KIJA IJ) was caught by surprise in a rather mysterious and well-orchestrated corporate raid of sorts at its last AGM at...
824 Views
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...
584 Views
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...
552 Views