The Week That Was in ASEAN@Smartkarma- Indonesian Healthcare, Singapore REITs, and Regional Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
323 Views
Last Week in Event SPACE: Li & Fung, Hitachi Hi-Chem, Allied Prop, Sing Air, Renesas/Tokyo Electron
Last Week in Event SPACE ... With Li & Fung Ltd (494 HK) operations appearing more structurally, and permanently, impaired, as opposed to...
358 Views
Singapore Air Rights - The Circular Is Out And the MCBs Are Still Ugly
After Singapore Airlines (SIA SP) received an Approval-In-Principle from the SGX for the Rights Offering on 11 April, the Circular for Singapore...
791 Views
Last Week in Event SPACE: Sing Air, Toshiba, Car Inc, Metlifecare, CP All/Tesco, Posco, 58.com
Last Week in Event SPACE ... Singapore Airlines (SIA SP) rights and rights MCBs represent trading opportunities, and they represent some weird...
370 Views
StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
397 Views