The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
363 Views
Sunpower (SPWG SP): Domestic China Play; All on Track to Meet FY20/FY21 Targets
Sunpower Group (SPWG SP) reported a strong set of 9M19 figures which met almost 60% of our FY19 forecast. Last year the company posted 4Q18...
408 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
442 Views
Sunpower (SPWG SP): 1H19 Growth Continues; Stronger 2H19 Expected; Fair Value 0.97 SGD (122% Upside)
Sunpower Group (SPWG SP) has seen an incredible transformation over the past 24 months. Since the entry of two respected PE funds (DCP and CDH) the...
553 Views
The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
501 Views