The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Seeing the Forest for the Trees in Malaysia - Country Garden
We visited Forest City in Iskandar Malaysia over the weekend following reports of the Chinese government's order for Country Garden Holdings Co...
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MMC Corp (MMC MK): The Vote Gets Up. Now For Court Sanctioning
The SCR is done. Now we wait for High Court approval. Trading at a gross/annualised spread of 2.6%/10.7%, which is a similar spread for precedent...
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MMC Corp (MMC MK): This Is A Buy
Trading at a gross/annualised spread of 13.6%/60.2%. The risk - PNB. This Offer cannot get up without their support, and therefore they had to...
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MMC Corp (MMC MK): Board Support, At Last
Trading at a gross/annualised spread of 10.5%/31.2%. I would expect the circular to be dispatched within a month. I'd get involved here
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