Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I:Â Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
298 Views
Smartkarma - ECM Coverage Weekly Update (12 Sep 2016)
Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our accuracy...
307 Views
Tenaga Nasional Placement - Strong Track Record and a Potential Dividend Increase
Khazanah Nasional Berhad plans to sell down 82m shares for US$290m, representing 1.5% of the company. This marks the fourth sell down by Khazanah...
399 Views
Malaysia: Manufacturing and Services Drive GDP
Malaysia’s GDP grew 4% y-o-y in 2Q2016 compared to a 4.2% y-o-y rise in 1Q2016 – slowing for the sixth straight quarter. Final consumption...
7.6k Views
Tenaga Nasional (TNB MK) - Take the deal, strong earnings growth likely to continue
The deal scores well on our Momentum-Adjusted Deal Stag Framework. We would take the deal given: The stock has an attractive record performance...
421 Views