The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
338 Views
Last Week in Event SPACE: Sembcorp/Keppel, Razer, Hitachi Transport, Renesas, CNOOC
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
569 Views
Keppel: A Massive Winner from Keppel O&M and Sembcorp Marine’s Combination
The agreed equity value exchange ratio between Keppel O&M and Sembcorp Marine is 56%:44%. The transaction is a big win for Keppel shareholders as...
538 Views
SG Maritime and Offshore Plays Pivoting to Clean Energy and Renewables
Crude oil prices gained c. 61% since Dec ‘21 to multi-year highs (>US$100/bbl) on the back of geopolitical tensions and stronger economy...
40 Views
Yangzijiang: Proposed Spin-Off of YZJFH to Unlock Value
The EGM to approve the spin-off of YZJFH will be held on 18 April at 4 pm. This transaction will unlock value. Our SoTP valuation is S$1.94 per...
1k Views