The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
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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Property Division Remains the Jewel of Keppel Corp; Increasing FVE to SGD 8.50
We believe the current weakness in no-moat Keppel Corp Ltd (KEP SP)'s share price, due to the perception of negative impact from Singapore’s...
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Government Acts Decisively on Tightening Measures; Value Emerges in Singapore Real Estate Developers
With residential property prices in Singapore appreciating strongly over the past year, the government has acted decisively in lifting the...
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Discover Singapore: Gallant Venture; 71% Stake in Indomobil = Mkt Cap, Other Assets for Free
Gallant Venture Ltd (GALV SP) is a Salim controlled investment holding founded in 2003 and IPO'd in '06 GALV is a commercial developer,...
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Yangzijiang: A Well Run Machine that Trades at 0.7x Book and 3.25 Ex-Cash PE
Share PriceYangzijiang Shipbuilding (YZJSGD SP) share price went up almost doubled in FY 2017 only to lose 40% in FY 2018 YTD. On May 30th this...
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