Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
1.3k Views
Golden Agri-Resources (GGR SP): Could Outperform Peers
Golden Agri-Resources has trended lower over the last year and multiples have shrunk and the stock trades cheaper than peers. Passive buying could...
687 Views
The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
230 Views
Del Monte Pacific (DELM SP): Deep in Debt, Slipping Margins, Rising Rates - Perfect Storm?
Faces heightened financial risk despite seemingly inexpensive earnings multiples. Recovery in margins and cash flow is needed to minimize liquidity...
340 Views
Del Monte Pacific: Interest Costs Weigh On Financials
This is not the company to recommend in the midst of the current macroeconomic backdrop. One wonders if the company needs to tap the market for...
360 Views