Last Week in Event SPACE: Unizo, Ruralco, Pac Pacific/Donki, Asiana, Greene King, Wheelock, Intouch
Last Week in Event SPACE ... If you had a long position in Unizo Holdings (3258 JP) from well before, or even just this past week, you would look...
433 Views
How Singtel Could Succeed as a Digital Bank – Part 1
SingTel has been a dominant telco operator in Singapore and the region but its interest to become a bank has been ignited by a few factors. At the...
723 Views
StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead
This week in StubWorld ... Temasek's latest divestment pushes Intouch Holdings (INTUCH TB)'s implied stub towards multi-year lows. Preceding my...
549 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
442 Views
Singtel 1Q20 Result Shows Tough Trends but Guidance Retained. Needs a 2H Recovery.
Singtel (ST SP) recently reported 1QFY20 results. They were not great, with revenues around 1.5% below our estimates as pressure in Singapore and...
393 Views