Aztech IPO - Undemanding Valuation
Aztech Global (1869224D SP) is looking to raise about US$225m in its Singapore IPO. In this note, we will discuss forecast and assumptions and...
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Hi-P International’s Voluntary Unconditional Offer by the Controlling Shareholder
HIP announced a voluntary unconditional general offer at S$2.00 per share, a 13.6% premium to the last trading price. Overall, we think that the...
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The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
490 Views
ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018
If there’s one thing we bottom-up small-cap investors do poorly versus our large-cap mutual- and hedge-fund counterparts is overall market...
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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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