Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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Genting Berhad: GITP & Las Vegas Projects Offer Upside Potential To This Stable Stock
Malaysia-based Genting Bhd (GENT MK) is a gaming focussed conglomerate with interests in oil palm plantations, property, power, and oil & gas....
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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Genting Malaysia 6.1 Sell Nearing Buy Target
In our last Genting insight we called for a reaction rise from 5.74 to the 6.10 sell zone and outlined tactical challenges in the form of bear...
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