The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
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Sunpower: Extension of CB's Puts Focus Back on GI Business Fundamentals
Sunpower extended its CB for another two years at favorable terms to minority shareholders. With this major hurdle out of the way investors can...
587 Views
Sunpower: 2023 China Re-Opening Stock, but CB Conversion Uncertainty Needs To Be Resolved
Sunpower is down -43% YTD and needs a resolution in its Convertible Bonds by April 2023 before any re-rating can start. Once that is achieved the...
661 Views
Sunpower Group (SPWG SP): A purer play on clean energy going forward
The disposal of the M&S business for RMB2.29bn has been completed, with two tranches of special dividend of S$0.1406 a share and S$0.1006 a...
529 Views
Sunpower: Full Steam Ahead with GI; 84% Upside to 1.18 SGD Fair Value
Sunpower is now a 100% GI business post its divestment of the M&S business. Investors were rewarded with 0.2359 SGD in dividends and should now...
1.2k Views