The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Singapore Residential Property: Recent Negative Newsflow Leaves More on the Table
There are polarising views on the Singapore residential market currently, with developers positive with their bullish land bids not taking a back...
310 Views
Guoco (53 HK): Still Deep Value. Still Illiquid
Guoco remains a potential privatisation play; and/or a deep value play. I see the implied stub - net of the key listcos - around a decade low. The...
449 Views
Guocoland Malaysia (GUOL MK): IA Opines NOT Fair but Reasonable; Vote on 29 May
Due to the lack of a blocking stake and the Board's recommendation that shareholders vote YES, the vote remains low-risk. The gross/annualised...
286 Views
Merger Arb Mondays (04 May) - ENN, Skyworth, European Lithium, OOh!media, Atlas, Humm, Taiyo
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
317 Views