The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Nanofilm (NANO): Don't Sell Yet, More to Come
Many reasons investors should be excited about Nanofilm: customers' stickiness in the tech sector as well as expanding Total Addressable Market for...
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TMT Weekly: FAANG Rankings from Here
Much like in March, when we advocated for buying large cap tech, we are once again calling to buy large cap tech. Order of preference from here?...
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Oracle: The Turning Point Of The Business
After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week. The company...
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Crowdstrike 1Q2022: The Best in the Biz
Incredibly strong quarter for Crowdstrike. The business is humming, clearly separating itself from its legacy peers. High profile ransomware...
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