The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
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The Week That Was in ASEAN@Smartkarma - Cimory's Growth, Cinema XXI, and Asian Plantations
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
500 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2023
We cover our top picks in our high ROCE coverage list. Perfect Medical, Taste Gourmet, Water Oasis, Keepers Holdings, Uchi Technologies, Multi...
609 Views
Sheng Siong (SSG SP): Upbeat on Potential Ramp up in Store Growth
Possible accelerated store growth as Singapore ramps up public housing to meet strong demand even as COVID-related project delays ease. Defensive...
396 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Astra Intl's Award, and Arwana's Shine
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
313 Views