The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
300 Views
Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
436 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
576 Views
Sembcorp Industries - A Simple Story Which Looks Complicated
Sembcorp Industries (SCI SP) and Sembcorp Marine (SMM SP) in early June announced what I called a "gloriously messy recap and de-merger", whereby...
854 Views
Sembcorp Marine Rights Decided And "Virtual IPO" Set (Still Avoid)
This morning at the Sembcorp Marine (SMM SP) Extraordinary General Meeting, SMM shareholders voted to approve both the Rights Offering and the...
788 Views