Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
1.3k Views
Creative Technology: After the Passing of Founder, Is the Company's Independence at Stake?
After the passing of its founder Creative Technology could become a takeover target for a larger technology group interested in its IPO portfolio.
580 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Deficit, Slowing Staples, and Bangkok Bank
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
467 Views
Creative Tech: Rally in 1Q 2018 & 2019; Will We See a 1Q 2020 Rally Once Again? Cash = 57% Mkt Cap
1Q18: Creative Technology (CREAF SP) rallied 600% from 1.25 SGD to 8.75 SGD. 1Q19: Creative Technology (CREAF SP) rallied 55% from 3.59 SGD to 5.53...
545 Views
The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
618 Views