Singtel HoldCo Trade - A Good Level to Build a Position
Since the start of February, Singtel (ST SP)'s share price has declined by about 11%. As per Smartkarma's Holding Companies (HoldCo) monitor,...
674 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...
320 Views
Smartkarma Originals
Asian E-Wallets Plant Their Flags: An In-Depth Analysis of the Top-10 Players
Digital payments in Southeast Asia are expected to grow in the double-digit range per year, exceeding $1 trillion in gross transaction value (GTV)...
3k Views
Keppel Corp Update - STILL Trading Cheap
Four months ago, Temasek announced its intention to conduct a Partial Offer to bring its stake in Keppel Corp Ltd (KEP SP) from just over 20% to...
660 Views
Circles.Life: Singapore Just Created A Stealth Unicorn - Regional Incumbent Telcos Should Worry
We believe Circles.Life is likely Singapore's newest unicorn thanks to its recent investment from global PE firm Warburg Pincus. We believe the...
725 Views