Inflation & Slower Growth Outlook Fuels Further Selling in Global Stocks
For the 2Q22 to date, the STI has generated an 8% decline in total return, with the FTSE Developed Index declining 16%. For the quarter, the...
772 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
439 Views
Last Week in Event SPACE: Sembcorp/Keppel, Razer, Hitachi Transport, Renesas, CNOOC
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
686 Views
The Keppel Restructuring - Forward Sum Of The Parts Makes KEP Look Cheap. And It Is... But...
Keppel and SMM announced a complicated restructuring package which gets KEP out of the rig business and delivers shares in SMM to its own...
1k Views
Keppel: A Massive Winner from Keppel O&M and Sembcorp Marine’s Combination
The agreed equity value exchange ratio between Keppel O&M and Sembcorp Marine is 56%:44%. The transaction is a big win for Keppel shareholders as...
626 Views