Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
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AGM CWT (CWT SP): Counting on HNA to Deliver
Friday 28th of April I attended the AGM of CWT Ltd (CWT SP) in Singapore. Companies that organise AGM's at 5pm on a Friday in Tanjung Penjuru...
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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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