Last Week in Event SPACE: Keppel, Aussie Unity, Jardines, Delphi, Hong Kong's WVRs, Ingenico
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is still trading cheap to its index and earning comps. It is trading relatively cheap...
(Mostly) Asia M&A: January 2020 Roundup
For the month of January, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$16bn. Clicking on the company...
Last Week in Event SPACE: Capitaland's REITs, Maeda, Huaneng Renew, Toshiba Machine, Samsung, Olam
Last Week in Event SPACE ... The Capitaland Mall Trust (CT SP) / Capitaland Commercial Trust (CCT SP) merger is DPU accretive to everyone (because...
Toshiba – A Look at Toshiba Valuations in Light of the New Inflated Sales Issue
Over the weekend Toshiba made two announcements. One was that current President and COO Tsunakawa would be stepping down from those roles to take...
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