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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Aircraft Leasing Companies: Boring Business?
Is there really a value in the aircraft leasing business? Or is just the hype of market expectation? This report aims to give a more detailed and...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
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