Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
770 Views
Converge ICT Pre-IPO - Fast Growth, Low Penetration, COVID Resistant
Converge ICT Solutions Inc (ITC PM) aims to raise around US$500m in its Philippines listing later this year.Converge ICT (CICT) is the largest...
454 Views
Converge ICT Solutions IPO Initiation: Well Connected
Converge ICT Solutions Inc (ITC PM) is the only major pure-play fixed broadband provider, with an exclusive focus on serving the Philippine fixed...
412 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.3k Views
SingTel: All-Time Low Implied Stub; Inexpensive Proxy Into Bharti
This morning Singtel (ST SP) announced its FY20 (Mar-Y/E) results. The key takeaways were: A 2% decline in operating revenue of S$16.54bn. 4Q20...
546 Views