The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
Sea Ltd (SE US) - Gaming Its Way to the Top
Leading South-East Asia gaming and e-commerce player Sea Ltd (SE US) continues to rise to new highs as analysts revise up target prices to around...
459 Views
Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
453 Views
Disruption Diaries: Confessions of a Freshly-Converted Online Grocery Shopaholic
Like many other expat professionals in Singapore, I preferred to delegate my grocery shopping to our house-help who would shop at the nearby...
762 Views
Lippo Mall REIT: Downside Priced-In
Since the announcement of the 10% service charge withholding tax, Lippo Malls Indonesia Retail Trust (LMRT SP) has come off 15.8% in 10 days which...
659 Views