Keppel – Is There More to the Keppel O&M Deal than Meets the Eye?
This report aims to examine the rationale and structure of the transformative deal in February 2023 when Keppel spun out its Offshore and Marine...
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Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Another week of earnings. I will start with a summary and then go into specific bits from each company. I continue to like automotive,...
348 Views
Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
703 Views
The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore Airlines
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
557 Views
The Week That Was in ASEAN@Smartkarma - My E.G. Services, Keppel Corp, and Adaro Energy's BuyBack
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
513 Views