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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ASEAN Utilities: From Tap To Socket
I'd be shorting Intouch Holdings' shares here, and going long Advanced Info Service Public, along with some Singapore Telecom.
615 Views
StubWorld: Sembcorp's Lifeline To Marine Blurs Parent Ops
This week in StubWorld ... A five-year subordinated loan of S$2bn from Sembcorp Industries (SCI SP) will strengthen Sembcorp Marine (SMM SP), but...
710 Views
AGM Moya: Indonesian Water Story on Track to Grow in FY19; Trading at 1/3rd of Replacement Cost
On 26/4/19 I attended the Moya Holdings Asia (MHAL SP) AGM in Singapore. The AGM was attended by at least 60 shareholders who queried management on...
550 Views