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...
1.3k Views
The Week That Was in ASEAN@Smartkarma - Slowing Singapore, Indonesia Media, and Maybank's Woes
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
466 Views
Accordia Golf Trust (AGT SP): Privatization Likely at Min 0.76 SGD/Unit Leaves Another 13% Upside
Accordia Golf Trust (AGT SP) is on its way to be privatized after issuing a press release saying it has received a non-binding offer for the...
955 Views
AGT: Cost Savings and Demographics
On my previous insight in Accordia Golf Trust (AGT): Buy but Please Consider This... I discussed how the company's often overlooked key factors...
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AGM Accordia Golf Trust (AGT SP): Will It Inject Assets or Be Privatized by Accordia Golf (2132 JP)?
We attended the fifth annual general meeting of Accordia Golf Trust (AGT SP). There were about 100 other shareholders in attendance. Recall, we...
767 Views