The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
384 Views
SGX 2Q20 - Positive Trends Slow, Acquisition Reinforces Strategy - Inteqres Practical Update
SGX posted lukewarm 2Q20 results, cost control supported the strong EBITDA margins but a shift in accounting policy under SFRS16 led to a higher...
475 Views
Emerging Market Exchanges: B3 (B3SA3 BZ) Shares Look Exposed, We Prefer Bolsa Mexicana (BOLSAA MM)
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ) is on the defensive on pricing due to structural competitive factors which risk downgrades in its earnings...
413 Views
HKEx - Management's Deal Obsession Is a Major Distraction
Trying to Dress British, But Not Thinking Yiddish: As if there wasn't enough to worry about on the Hong Kong home front, there is a clear...
428 Views
AGT: Cost Savings and Demographics
On my previous insight in Accordia Golf Trust (AGT): Buy but Please Consider This... I discussed how the company's often overlooked key factors...
463 Views