Daily BriefsMost Read

Most Read: Geo Energy Resources, Del Monte Pacific, Cosmo Energy Holdings, NIO Inc and more

In today’s briefing:

  • Smartkarma Corporate Webinar | Geo Energy: Efficient and Low-Cost Coal Mining
  • Smartkarma Corporate Webinar | Del Monte: Transformation of a Heritage Food Company
  • Cosmo Oil (5021 JP) Accelerated Block Offering – Big Discount But… 👀
  • Cosmo Energy Holdings Placement – Stock Has Done Well, Deal Might Be Expected but It’s Accelerated
  • NIO (9866 HK) Secondary Listing: HSTECH Inclusion in June Likely

Smartkarma Corporate Webinar | Geo Energy: Efficient and Low-Cost Coal Mining

By Smartkarma Research

For our next Corporate Webinar we are glad to welcome Geo Energy Resources (GERL SP) CEO and Executive Director, Kum Hon Tung.

In the upcoming webinar, Kum Hon will share a short company presentation, after which he will engage in a fireside chat with Smartkarma Insight Provider, Nicolas Van Broekhoven. The Corporate Webinar will include a live Q&A session.

The Corporate Webinar will be hosted on Tuesday, 8 March 2022, 17:00 SGT.

Geo Energy Group is a coal mining group, established in 2008, with offices in Singapore and Indonesia and production operations in Kalimantan, Indonesia. The group has transitioned from being primarily a coal mining services provider to a coal producer that subcontracts its coal mining operation.

Geo Energy has been listed on Singapore Stock Exchange’s main board (Stock Code: RE4) since 2012 and is part of the Singapore FTSE index.


Smartkarma Corporate Webinar | Del Monte: Transformation of a Heritage Food Company

By Smartkarma Research

For our next Corporate Webinar we are glad to welcome Del Monte Pacific (DELM SP) Chief Corporate Officer Ignacio (Iggy) Sison and Investor Relations Manager Jennifer Luy.

In the upcoming webinar, Jennifer and Iggy will share a short company presentation, after which they will engage in a fireside chat with Smartkarma Insight Provider, Nicolas Van Broekhoven. A live Q&A session will follow.

The Corporate Webinar will be hosted on Tuesday, 15 March 2022, 17:00 SGT.

Dual-listed on the SGX and the Philippine Stock Exchange, Del Monte Pacific Limited is a global branded F&B company that offers premium quality, healthy products. These include packaged fruit, vegetable and tomato, sauces, condiments, pasta, broth, stock, juices, and frozen pineapple under various brands – it also sells fresh pineapples under the S&W brand.

It is proud of its heritage brands – Del Monte, S&W, Contadina, and College Inn – some of which originated in the USA more than 100 years ago. The Group has exclusive rights to use the Del Monte trademarks for packaged products in the United States, South America, the Philippines, Indian subcontinent, and Myanmar, while it owns S&W globally except for Australia and New Zealand. The Group owns the Contadina and College Inn trademarks in various countries.

Corporate Webinars by Smartkarma Corporate Solutions feature discussions with IROs and Executives, discussing their companies, the challenges they face, and the opportunities in their sectors and markets.


Cosmo Oil (5021 JP) Accelerated Block Offering – Big Discount But… 👀

By Travis Lundy

  • Mubadala bought 20.8% of Cosmo Energy Holdings (5021 JP) in 2007 at ¥5,068/share (split-adjusted). A few months later it dipped below that and hasn’t seen that price since. 
  • The sovereign wealth fund sold 5% last year at ¥2,610, and just 7 months later is bailing on the other 15.7% at a 12-17% discount. 
  • Result? Float will rise. Index funds will buy a bit, and active foreign institutional investors will nearly double their holdings.

Cosmo Energy Holdings Placement – Stock Has Done Well, Deal Might Be Expected but It’s Accelerated

By Sumeet Singh

  • Mubadala aims to raise around US$287m via selling its 15.8% stake in Cosmo Energy Holdings (5021 JP).
  • The stock has been doing well owing to the rise in crude prices and Mubadala has sold some stock before and hence, the deal might not be wholly unexpected. 
  • However, its an accelerated bookbuild in Japan, which don’t have a great track record.

NIO (9866 HK) Secondary Listing: HSTECH Inclusion in June Likely

By Brian Freitas


Before it’s here, it’s on Smartkarma