BAT Malaysia: Trading Lower than 1997 Asian Financial Crisis, Cheapest in 27 Years, Div Yield at 11%
Smoking is bad for you. Drinking alcohol is bad for you. Eating sugar is bad for you. Eating processed meat is bad for you. Fast food is bad for...
433 Views
Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
1.3k Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
430 Views
AGM IPS Securex: Hope Springs Eternal, Will FY20 Finally Be Its Breakout Year?
We attended the AGM of Ips Securex Holdings (IPSS SP). The company has seen its market cap decimated from 154M SGD in December 2015 to 15M SGD...
654 Views
The Week that Was in ASEAN@Smartkarma - Twin Deficits, Bank Mandiri, and the M1 Bid
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
467 Views