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.
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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...
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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...
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Gallant Venture (GALV SP): Getting Ready to Grow from 1M --> 2M Tourists Per Year in Bintan by 2021
Monday I spent the day in Bintan Resorts which is operated by SGX listed Gallant Venture Ltd (GALV SP). I had visited Gallant's operations twice in...
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Discover Singapore: Gallant Venture; 71% Stake in Indomobil = Mkt Cap, Other Assets for Free
Gallant Venture Ltd (GALV SP) is a Salim controlled investment holding founded in 2003 and IPO'd in '06 GALV is a commercial developer,...
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