The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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STE: Cybersecurity and Airframe Services Drive Gains
Low correlation with Western stock markets, slow asset growth andlow correlation relative to its sector Total orders for STE’s specialist software...
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We Re-Initiate Coverage on ST Engineering, Keeping Our Narrow Moat Rating
We re-initiate coverage on Singapore Technologies Engineering, or STE, with narrow moat and stable moat trend ratings and a fair value estimate of...
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The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
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ST Technologies Engineering (STE) - A Snapshot of the Future - Company Visit
Three of the Smartkarma Insight providers including myself, Crispin Francis and Valerie Law, CFA took the opportunity to pay a visit to Singapore...
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