The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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AGM Disa: Explosive Growth Phase Around the Corner
Today I attended the AGM of DiSa (DISA SP) in Bukit Merah. There were about 50 shareholders in attendance.For a background on the DiSa story please...
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It's Been Time to Revisit Li & Fung in Recent Weeks
In this piece I want to discuss the shifting perceptions of Li & Fung Ltd (494 HK). What was wrong with the Company and how changes are now...
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JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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