Sunpower (SPWG): Risk/Reward Rarely Been Better; Fair Value Remains at 1 SGD or 142% Upside.
Covid-19 has demonstrated that investors, and some analysts, can be wrong in their assessment of the pandemic's impact on companies. Sunpower Group...
384 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
321 Views
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
315 Views
Sunpower (SPWG SP): On Target To Deliver FY20/FY21 Financial Targets; Fair Value 1 SGD (85% Upside)
Sunpower Group (SPWG SP) reported a stellar set of FY19 figures with profits exceeding our expectations by at least 10%. Last year the company...
360 Views
Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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