The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
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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AEM Holdings (AEM SP): Stellar FY19 Results & On Its Way to Be 1 Billion SGD Market Cap
AEM Holdings (AEM SP) posted stellar FY19 results and upped its 2020 guidance. Long-term the company's TAM continues to rise and diversification...
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Does COVID-19 Imply A Bonanza for Micron?
The COVID-19 virus has undertaken a significant upturn in Korea. Since Samsung and SK hynix dominate two of the markets that Micron is in, one...
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Semiconductors & COVID-19: Apple's Profit Warning Is Just The Tip Of A Very Big Iceberg
Apple's profit warning in relation to the impact of COVID-19 earlier this week came as little surprise. The company is doubly exposed to China, on...
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Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios
It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and...
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