Temasek Archives - The InvestQuest

Astrea VI Bond IPO: Would we subscribe?

March 10, 2021

The Astrea VI “Class A-1” retail bond looks very attractive to us. We cover: Astrea vs. Corporate Bonds, IPO schedule, and Astrea’s linkage to Temasek.

Astrea PE Bonds: Attractive Proposition for Conservative Investors

February 19, 2021

Valuations of Astrea IV and V PE Bonds look attractive relative to its credit risk, offering higher yields than comparable rated SGD Corporate Bonds.

SIA Issues S$850m of Convertible Bonds: What does it mean for shareholders and MCB bondholders?

November 15, 2020

SIA’s newly issued “convertible bond” is very different from its “mandatory convertible bonds (MCBs)”. We explain why.

[Update] Sembcorp Industries shareholders are going to receive Sembcorp Marine shares – What to Expect + What to Do

September 8, 2020

Sembcorp Industries shareholders will be receiving their entitled SembMarine shares on 11 Sept (Fri). Here’s what we’d do for both stocks.

Temasek WILL NOT proceed with Partial Offer for Keppel Corp Shares

August 10, 2020

Temasek will NOT be proceeding with the partial offer for Keppel Corp shares. This results in a change to our investment thesis, as we no longer see a near-term bullish catalyst.

IQ Weekly Takeaways for 9 August 2020

August 8, 2020

Trump’s ban on TikTok and WeChat, disagreements on the next round of US fiscal stimulus and SEA Ltd’s 880% stock rally caught our attention this week.

[Update] Sembcorp Industries is still DARN CHEAP

July 15, 2020

Our thesis remains intact. Ahead of 1H20 earnings, we provide some updates on Sembcorp Industries.

SEMBCORP INDUSTRIES IS DAMN CHEAP

June 11, 2020

The implied valuation of Sembcorp Industries’ demerged entity is close to A THIRD of global peers. That is very very cheap for a stable profit-generative company.

Temasek-linked SGD bonds: Which provides the best risk return?

May 15, 2020

The best corporate parent in town!

Children: Keppel Corp, Sembcorp, Capitaland, Mapletree, Singtel, SIA, DBS

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