Keppel Corp Partial Tender Update - Odds Less In Your Favor Now Than Before
This trade has been on my radar for months, and I attempt to provide regular updates. Those who have clicked the Appreciate button on one of the...
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Circles.Life: Singapore Just Created A Stealth Unicorn - Regional Incumbent Telcos Should Worry
We believe Circles.Life is likely Singapore's newest unicorn thanks to its recent investment from global PE firm Warburg Pincus. We believe the...
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Starhub (STH): Not as Bad as People Thought
Starhub Ltd (STH SP) share price rebounded after the first call to short it from the pre-Christmas period despite not much had changed in the...
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Telenor Purchase of Axiata's Regional Assets: Good for Norway, Not so for Axiata
On 6th May, Telenor Asia and Axiata Group (AXIATA MK) announced that Telenor will acquire Axiata in an all-share deal that will leave Telenor with...
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M&A: A Round-Up of Deals in March 2019
For the month of March, ten new deals were discussed on Smartkarma with an overall deal size of US$22.3bn. Clicking on the company name in the...
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