The Week that Was in ASEAN@Smartkarma - Premium Services, Wisdom, and Energy
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Solid FY17 Results and Outlook Underpin 11.3% Yield
In November we recommended buying APTT into 3Q results (Opportunity for a 13% Return Buying into 3Q Results) on the basis that a stable underlying...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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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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Opportunity for a 13% Return Buying into 3Q Results
Asian Pay Television Trust (APTT SP) is well-known for its high dividend but has been under-analysed following its poor performance post-IPO.The...
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