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...
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Gallant Venture (GALV SP): Getting Ready to Grow from 1M --> 2M Tourists Per Year in Bintan by 2021
Monday I spent the day in Bintan Resorts which is operated by SGX listed Gallant Venture Ltd (GALV SP). I had visited Gallant's operations twice in...
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The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Discover Singapore: Gallant Venture; 71% Stake in Indomobil = Mkt Cap, Other Assets for Free
Gallant Venture Ltd (GALV SP) is a Salim controlled investment holding founded in 2003 and IPO'd in '06 GALV is a commercial developer,...
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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
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