Ajinomoto Malaysia (AJI MK): Ajinomoto's Fair Offer
Clean deal. Trading at a gross/annualised spread of 5.5%/12.4%, assuming early December completion. That's looks right. If illiquid Malaysian arbs...
191 Views
GuocoLand Malaysia (GUOL MK): 29th May Vote On Delisting Offer
The proposed privatisation of Guocoland Malaysia (GUOL MK) by way of a selective capital reduction (SCR) was duly passed by disinterested...
281 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Property, XL Axiata, and Singapore's Economy
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
541 Views
Cross-Border E-Commerce in China: Updates and Whos' Who
Cross-border E-commerce ("CBEC") is a sector that has grown tremendously over the past few years with the help of the internet, the emergence of...
545 Views
The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
526 Views