SembCorp Marine and SCI - A Gloriously Messy Recap and De-Merger - Big Win for SCI
Last week on Wednesday, 90 minutes from the close, Sembcorp Marine (SMM SP) mounted an unusual rally ending with the stock up 17.2% on the day....
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SMM Rights Issue & Demerger Is One Step Closer to Keppel O&M+SMM Merger
Singapore based Sembcorp Industry & Sembcorp Marine announced a S$2.1 billion renounceable Rights issue. In this note, we will take a look at...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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(Mostly) Asia M&A: May 2020 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8bn. Clicking on the company name in...
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Last Week in Event SPACE: Sing Air, Swire/Cathay, Evergrande, Crown Resorts, Capitaland REIT, Leyou
Last Week in Event SPACE ... Singapore Airlines (SIA SP) is now trading ex-rights. You probably should tilt bullish the rights vs their...
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