The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
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IJM Plantations' Potential MGO From KLK
This appears a done deal. Assuming a mid-August completion, I estimate this is trading at a gross/annualised spread of 1.9%/10.7%. That looks okay....
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Batu Kawan (BAK MK)'s Mandatory Offer for CCM: Low Risk Risk Arb
Chemical mfr and plantation business BKB (aka BAK) announced a deal to buy out a majority stake in glove industry chemical mfr CMM. That triggers...
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