(Mostly) Asia M&A: August 2020 Roundup
For the month of August, 9 new deals were discussed on Smartkarma with an overall announced deal size of ~US$35bn. Clicking on the company...
464 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
401 Views
Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
564 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
663 Views
Sembcorp Industries - A Simple Story Which Looks Complicated
Sembcorp Industries (SCI SP) and Sembcorp Marine (SMM SP) in early June announced what I called a "gloriously messy recap and de-merger", whereby...
980 Views