United Engineers: Life After Takeover Offer (Part 1)
After the recent takeover episode at United Engineers, things seem to be back to the normal quiet state at this centennial company. But what is...
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Bukit Sembawang - Sitting on Valuable Land; How Much Could It Be Worth?
SGX-listed real estate companies seem to be in exodus mode. In 1Q 2017, we have already seen Global Premium Hotels Ltd (GPHL SP) and International...
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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
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66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
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