Digital Core REIT IPO - Hot Sector, Strong Backing but Has More than a Few Peculiar Points
Digital Core REIT (DCREIT), a data center REIT, aims to raise up to US$600m in its Singapore IPO. In this note, we will talk about the positive and...
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Alphabet Inc - Investment Thesis
Alphabet managed to crush earnings yet again as the company delivered a phenomenal result with a 41% revenue growth year over year. With around $5...
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The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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Ideas from Data Mining Technical Publications: Space Vehicles and Propulsion Systems
The space economy is seeing much more private sector participation. This sets up the sector for strong growth. In this report, we screen for...
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The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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