The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
350 Views
ASEAN Utilities: From Tap To Socket
I'd be shorting Intouch Holdings' shares here, and going long Advanced Info Service Public, along with some Singapore Telecom.
435 Views
Most Actives Average 7% Total Return in Nov, on S$700M of Net Fund Inflow
The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return. Singapore’s 100...
231 Views
Singtel: Demand Surge
Sentiment turns for Singtel after a raft of opening positions among Asia Ex-Japan active managers. Follows rotation into broader Singapore market...
453 Views
DTAC/True Merger to Proceed but Without the VTOs
Merger completion is targeted for 1Q23. The current share price ratio of 8.750x vs the exchange ratio of 10.221x is attractive. Timing and...
357 Views