Malaysia: Net Outflow of FDI and FPI Reflect Basic Haemorrhage of Trust
Pressured by Islamist PAS, PM Anwar has abandoned his 25-year advocacy of multi-racialism. Net FDI & FPI outflows will pressure MYR. Fiscal deficit...
394 Views
The Week That Was in ASEAN@Smartkarma - My E.G. Services, Keppel Corp, and Adaro Energy's BuyBack
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
292 Views
Pentamaster Corp: In The (EV) Driver's Seat
PENT should trend higher as it rides on the coattails of the automotive electrification trend. Yet at 33x FY23E EV/EBITDA, it is not inexpensive....
524 Views
Pentamaster Corp (PENT MK): Good Story, at What Price?
The shares have had a strong run and the valuation looks full compared to peers and historical multiples. We like the fundamentals and would be...
329 Views
AEM: Temporary Weakness Creates Buying Opportunity Going into New Product Cycle as of 3Q21
AEM had a weaker quarter but it is very confident that a new growth cycle will start in 3Q21 well into 2022. New customer wins in 2022 could start...
658 Views