AGM Silverlake Axis: 2018 Start Of a New 3-Year Growth Cycle
Today I attended the AGM of Silverlake Axis which was held in the Marina Mandarin hotel.Silverlake Axis Ltd (SILV SP) is a controversial name ever...
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THREL & EMCS Thailand: To Sell or Not To Sell?
We joined a shareholder meeting to decide whether THREL would be allowed to sell its shares in EMCS Thailand to its own parent company THRE in a...
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Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
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The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
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