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...
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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...
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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
Keppel: Temasek Pulls the Partial Offer
Keppel Corp (KEP SP) is a diversified conglomerate with its core businesses in property investments and development, offshore & marine...
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Temasek Walks Away from Keppel Deal
After nearly 10 months of work across many jurisdictions (and probably a dozen insights by yours truly in that period), Temasek has decided to walk...
583 Views