Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19
Silverlake Axis (SILV SP) had a short-seller attack in 2015 which dropped the shares from over 1 SGD to 0.43 SGD in a short time. Following a...
710 Views
Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
504 Views
MyEG (MYEG): Revenge of the Fallen
There are a few things that have taken place in the past few months for MyEG; share price of MyEG has been sold off due to a close association with...
372 Views
Bank Tabungan Pensiunan Nasional: Nice Share Rally but More to Go
Excellent opex control reinforces our view on high quality management of Bank Tabungan Pensiunan Nasional (BTPN IJ). BTPN has again reinvented...
402 Views
The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
354 Views