The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Wheelock Properties - To Privatise
Just over a year ago, David Blennerhassett asked the question Wheelock Properties - To Privatise or Not? The company had been the subject of...
848 Views
Wheelock Properties – Deep Value to Be Unlocked but the Question Is…when?
Wheelock Properties has always been targeted by the investment community as one of the top candidates for privatisation. Discussion on...
538 Views
Last Week in Event SPACE - Mirae, Softbank, NTT Docomo, Kakao, A/H Shares
Last week, Mirae Asset Daewoo Securities Co Ltd (006800 KS)'s rights and arb opportunities; IPO'ing its mobile unit will provide a better...
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StubWorld - Set-Up & Unwind Extremes: Sembcorp, Aeon, First Pacific
This week: Sembcorp Marine Ltd (SMM SP) enjoys an early week flurry, but likely pivots off conference exhaust; Aeon Co Ltd (8267 JP)'s mall...
330 Views