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Offering Senior Secured Loans

Kilde connects family offices, funds, and accredited investors to investment-ready private credit deals in developed and emerging markets. We offer senior secured loans from last-mile lending companies with strong capitalization, a healthy balance sheet, and a capable management team.

Equity Bottom-Up

Tat Seng Packaging Group Ltd / Equity Bottom-Up

<ul>
<li>Tat Seng Packaging Group Ltd is a Singapore-listed packaging manufacturer specializing in the production of corrugated paper products.</li>
<li>The Group provides a wide range of packaging solutions including corrugated boards, die-cut boxes, offset-printed cartons, and customized heavy-duty packaging. Its customer base spans multiple industries such as electronics, food and beverage, pharmaceuticals, industrial goods, and e-commerce in China and Singapore.</li>
<li>Tat Seng’s investment in advanced machinery and automation enables efficient, large-scale production of high-quality corrugated packaging.</li>
</ul>


Tat Seng Packaging Group Ltd is a Singapore-listed packaging manufacturer specializing in the production of corrugated paper products.
The Group provides a wide range of packaging solutions including corrugated boards, die-cut boxes, offset-printed cartons, and customized heavy-duty packaging. Its customer base spans multiple industries such as electronics, food and beverage, pharmaceuticals, industrial goods, and e-commerce in China and Singapore.
Tat Seng’s investment in advanced machinery and automation enables efficient, large-scale production of high-quality corrugated packaging.


Tat Seng Packaging Group Ltd (SGX: T12): New Products and Cost Efficiencies to Support Growth

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Washington H. Soul Pattinson and Co. Ltd / Event-Driven

<ul>
<li>There is, or perhaps, was, imbedded value via the cross-holding. However, <a href="https://www.smartkarma.com/entities/washington-h-soul-pattinson-and-co-ltd" target="_blank" data-smartkarma-citation="entities:6054:1" rel="noopener">Soul Patts (SOL AU)</a> &amp; <a href="https://www.smartkarma.com/entities/brickworks-ltd" target="_blank" data-smartkarma-citation="entities:2726:1" rel="noopener">Brickworks (BKW AU)</a>'s combined market cap has increased 18% or A$3.1bn since announcing their merger.</li>
<li>
<a href="https://www.smartkarma.com/entities/furukawa-battery-co-ltd" target="_blank" data-smartkarma-citation="entities:6513:1" rel="noopener">Furukawa Battery (6937 JP)</a> is a VERY low-priced MBO-like transaction. The pricing process is unacceptable. It is a take-under. It is BAD process. But it'll get done.</li>
<li>For a company that has consistently spilled red ink at the stub level, there is no justification why <a href="https://www.smartkarma.com/entities/pccw-ltd" target="_blank" data-smartkarma-citation="entities:873:1" rel="noopener">PCCW Ltd (8 HK)</a> would/should trade at a NAV premium.</li>
</ul>


There is, or perhaps, was, imbedded value via the cross-holding. However, Soul Patts (SOL AU) &amp; Brickworks (BKW AU)'s combined market cap has increased 18% or A$3.1bn since announcing their merger.

Furukawa Battery (6937 JP) is a VERY low-priced MBO-like transaction. The pricing process is unacceptable. It is a take-under. It is BAD process. But it'll get done.
For a company that has consistently spilled red ink at the stub level, there is no justification why PCCW Ltd (8 HK) would/should trade at a NAV premium.


Last Week In Event SPACE: Soul Patts/Brickworks, Furukawa Battery, PCCW, TPG Telecom

Singapore

Tat Seng Packaging Group Limited designs, manufactures, and sells corrugated paper packaging products such as corrugated boards and cartons for the packaging of electronics and electrical, food, pharmaceutical and other products according to customers' specifications.

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Tat Seng Packaging Group Ltd (TSP SP)

Tat Seng Packaging Group Ltd (SGX: T12): New Products and Cost Efficiencies to Support Growth

Tat Seng Packaging Group Ltd is a Singapore-listed packaging manufacturer specializing in the production of corrugated paper products. The Group...

Kilde

Last Week In Event SPACE: Soul Patts/Brickworks, Furukawa Battery, PCCW, TPG Telecom

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

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