Pargesa/GBL’s Attractive Spread
On 11 March 2020, the Frere and Desmarais families, the majority owners of Pargesa Holding Sa (PARG SW), announced a plan to delist Pargesa....
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Saudi Aramco and ESG: When Assets Become Liabilities
To date, my Smartkarma research has focused on big-picture ESG themes. Previous Insights covered specific stocks in a thematic context, but I...
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India - Stake Sale Candidate Shortlist
The Government of India has already blown through the estimated full year fiscal deficit in the first seven months of the financial year due to...
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BPCL - Thoughts on the Potential Government Stake Sale
Bharat Petroleum Corp (BPCL IN) is engaged in the business of refining crude oil and marketing of petroleum products. It is India's second largest...
539 Views
Last Week in Event SPACE: Keppel, Maanshan, ZOZO, United Engineers, Unisys, Jardines, Just Eat
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP)'s shares will stay up for many months following Temasek's partial Offer. There should be...
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