The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Genting Singapore: Record 1Q23 Results Confirm Speedy Recovery Ramp Ahead
Genting's Singapore vertical has record performance for 1Q23. But stock remains at levels we do not now believe reflects its full value.
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Last Week in Event SPACE: Yamada Denki, Genting, HKBN, Toyo Construction
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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StubWorld: Genting Berhad Is Cheap
The market is assigning nearly RM12bn less for GENT's stub ops since the onset of Covid, despite improving deconsolidated EBITDA. Set up the stub...
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STI Maintains 2.4% YTD Total Return as GDP Growth Slows
The STI generated a 2.4% total return over the first 15 weeks of 2023, with 20 gainers, one stock unchanged and nine decliners. The five strongest...
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