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...
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Travelsky (696): Flying for CNY
Executive Summary Nearing Christmas and Chinese New Year period, Travelsky's share price has typically increased between 9-20%. Investors should...
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The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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AGM SATS: High Quality Company Continues Growth Trajectory Via M&A as 1 Billion SGD Budget Announced
We attended the AGM of Sats Ltd (SATS SP) in Marina Mandarin hotel. Shares are up 16% YTD and have more than doubled over the last five years.Going...
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DEEP DIVE: Still Opportunity After the Re-Rating
MacroAsia Corp (MAC PM) is a diversified aviation services business in the Philippines with 20 years of experience in the sector. The company is...
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