Sembcorp Marine (SMM SP): Short-Term Share Overhang Vs the Long-Term Value
In the short term, Keppel's distribution in-specie of new SMM shares creates an overhang. Longer-term new SMM’s order book of S$18.1 billion...
934 Views
Euro Stoxx 50 Quiddity Leaderboard for Sep 22: Eurozone's Annual Big Impact Rebal Trades
There are 3 ADDs/DELs based on current data but these rankings could fluctuate. There might some interesting pair trades involving the highest...
561 Views
Mid-debacle thoughts: Saipem
Everyone ends up bagholding a steaming pile of turd in the markets sometimes and for me that time is apparently now. The company is Saipem (SPM.IT)
283 Views
Chiyoda: McDermott Troubles Hurt Sentiment but May Have Limited Direct Impact
Mcdermott Intl (MDR US) is down 73% over the course of two days following news that it had hired Alix Partners who are renowned as a turnaround...
556 Views
LNG Projects Update: >60mtpa Sanctioned and Likely to Far Exceed 100mtpa of FIDs in 2019
The volume of projects that have taken final investment decision this year has already exceeded most consultants forecasts from the beginning of...
811 Views