The Week that Was in ASEAN@Smartkarma - Asian Currencies, Indonesian Media, and Shopee
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
389 Views
Procurri: Exit DeClout, Enter Novo Tellus. Company Remains Highly Undervalued at 4.4x 2018 EV/EBITDA
Procurri Corporation (PROC SP) released FY18 results which showed the company growing revenues to 220M SGD (+21% vs FY17), EBITDA to 19.7M SGD...
896 Views
Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
1.4k Views
The Week that Was in ASEAN@Smartkarma - PNB, Salty Thailand, and Indonesia's Economy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
375 Views
PROC SP: Trend of Under Promising and over Delivering Continues with 3Q Results
Procurri Corporation (PROC SP) announced 3Q18 results, with total revenue of $55.3m and $5.1m EBITDA, slightly ahead of our expectations. The...
447 Views