The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
328 Views
Keppel Corp - Stretched Vs Proxy Baskets And Now With New Risk
The Keppel Corp Ltd (KEP SP) Partial Offer situation is now nearly 8 months old. These pages have been relatively constantly filled with updates...
512 Views
Last Week in Event SPACE: Sembcorp, Cathay, Nichii Gakkan, Unilever, Just Eat/Grubhub
Last Week in Event SPACE ... A glorious mess amidst Sembcorp Industries (SCI SP) / Sembcorp Marine (SMM SP) rights/ in-specie restructuring,...
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Sembcorp Industries/Sembcorp Marine Rights Issue and Demerger
Sembcorp Industries (SCI SP) and Sembcorp Marine (SMM SP) have jointly announced a two-step transaction. First, SMM will be recapitalised through a...
569 Views
StubWorld: The Liquidation Of Sembcorp's Holdco
This week in StubWorld ... A S$2bn life-line to Sembcorp Marine (SMM SP) from Sembcorp Industries (SCI SP) did not appear the best use of SCI's...
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