Hunting for Net-Nets in Singapore
A collapse in our Singapore small-cap index, which was up almost 15% YTD in Mar and has subsequently fallen more than 17%, has prompted us to look...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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AGM PEC: Outlook Is Improving; This Laggard Has 80% Upside
Friday afternoon I attended the AGM of PEC Ltd. (PEC SP) in Singapore's M Hotel. The meeting was attended by approximately 100 shareholders. The...
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Discover Singapore: Price (Almost) Equals Cash... ; PEC SP Equity
PEC offers engineering services to oil&gas/petrochemical/pharma/chemical industry Orderbook at low, ready to rebound with oil prices picking...
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NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?
Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...
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