Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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Keppel Ltd. M1: From Privatization to Divestment, What Has Keppel Achieved?
Keppel’s sale of M1 to SIMBA generated a lot of interest. However, the most important question goes unanswered: Did Keppel make money since the...
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Tuas (TUA AU): Even IF In Breach, This Is A Buy
Despite an uncertain backdrop, Tuas' share price appears unduly beaten up here. Yes - absent the M1 merger, it remains Singapore's budget operator....
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A Look at 5G Deployment in ASEAN
We have covered 5G and its progress quite closely in our previous insights. 5G for the Next Big Turn of a New Decade- Initial look at 5G and...
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The Week that Was in ASEAN@Smartkarma - Indonesian Property, XL Axiata, and Singapore's Economy
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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