IJM Plantations' Potential MGO From KLK
This appears a done deal. Assuming a mid-August completion, I estimate this is trading at a gross/annualised spread of 1.9%/10.7%. That looks okay....
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IJM Plantations’ Potential MGO from Kuala Lumpur Kepong
KLK MK made an offer to acquire IJMC’s entire stake in IJMP for RM3.10 per share in cash, subject to potential dividend adjustments. If the SPA...
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The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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The Stocks to Own in ASEAN – Vol. 32
We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN...
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Kuala Lumpur Kepong Placement - Not Doing Great but the Discount Is Tempting
Kuala Lumpur Kepong (KLK MK)'s shareholder aims to raise up to US$160m via a clean-up trade. The shares represent about 3% of the company's...
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