NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?
Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...
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Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
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Neptune Orient Lines: Cost Control Confidence
Since our last report ( Neptune Orient Lines: Redemption Ahead of Iceberg ), Neptune Orient Lines (NOL SP)'s  NOLSP complex (in SGD) has...
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Neptune Orient Lines: Redemption Ahead of Iceberg
We initiate our coverage on Neptune Orient Lines (NOL SP) (NOL)’s SGD bonds with an OVERWEIGHT recommendation on NOLSP 4.65% 9/20s at 10.5% yield...
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CEVA's Days Of Independence Appear Numbered
On October 11th, Swiss-based global supply chain management company Ceva Logistics AG (CEVA SW) rejected an unsolicited, non-binding offer...
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