What Triggers a Temasek Decision on Keppel?
When most of us saw the results announcement for Keppel Corp (KEP SP) last week it was most likely a surprise. It is eminently possible that under...
499 Views
It's a MACastrophe!!! Keppel Surprises Bigly and Badly in O&M
Keppel Corp (KEP SP) announced earnings a day earlier than most expected, and they were a doozy. The Net Loss for H1 was the worst net loss of any...
621 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Health, KBANK's Woes, and Bank Credit Costs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
268 Views
Last Week In Event SPACE: Line Corp, Esprit, Sembcorp Ind, Car Inc, Accordia Golf, Skyworth, JCNC
Last Week in Event SPACE ... There is a built-in ability, nay prerogative, for the companies involved in LINE Corp (3938 JP) to go get a...
385 Views
Sembcorp Restructuring Details & Timing Announced - The Arithmetic Is Compelling
Both Sembcorp Industries (SCI SP) ("SCI") and Sembcorp Marine (SMM SP) ("SMM" or, alternatively, "SCM") put out Circulars on the 22 July for their...
887 Views