Last Week in Event SPACE: OFAC's Longer List, TOPIX Free Float, PCCW, Jardines, Toa, Guoco, Sansan
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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StubWorld: TBS/Tokyo Electron, Intouch/Gulf, Jardines' Buybacks
Tokyo Electron (8035 JP) outperforms as global carmakers face a chip shortage; Gulf Energy increases its questionable stake in Intouch; and Jardine...
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Starhub (STH): Disney Is Coming but Enterprise Is Gaining Momentum
Starhub's Enterprise Business finally is taking off, almost equal to the Mobile. With a 3.6% higher yield than Singtel, Starhub sounds like a bargain.
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The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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SEA Ltd Placement - New Business Needs New Money
Sea Ltd (SE US) plans to raise around US$2.2bn in a primary follow-on offering. The stock is up 4x this year and has risen 10x since its IPO in 2017.
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