The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
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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AEM: Strong 3Q19 & Increased Guidance; Fair Value Increased To 2.5 SGD as Intel TAM Grows
AEM Holdings (AEM SP) raised its guidance for the third time this year (latest FY19 revenue range: 305-315M SGD) as business with its key client...
510 Views
Tokyo Electron 2Q Results: Earnings Grow QoQ and Beat Consensus; Company Upgrades Guidance
Tokyo Electron (TEL) reported its second quarter earnings for FY03/2020 last week which saw revenue and operating profit declining compared to the...
362 Views
Japan Shorts - Shionogi , Advantest, Alps Alpine Most Shorted
The short notional in the market for the week ended 1 November is US$26.64bn (down by US$180m) with the largest short positions in Itochu Corp...
406 Views
Advantest 2Q Results: Growth in 5G Related Demand for SoC Testers Drive Revenue and Margins
Advantest reported its 2QFY03/2020 results last week which saw both revenues and operating profit declining compared to the same quarter a year...
358 Views