Tech Supply Chain Tracker (19-Jul-2024): China's auto exports, 2023.
China advances in autonomous driving tech; Malaysia's semiconductor sector grows with AI; Taiwan backs AI supercomputers; Google Cloud Taiwan faces...
180 Views
Reiterating Japan Overweight -- Add Exposure; Nikkei 225, TOPIX, TOPIX Small All Breaking Out
Reiterating Japan Overweight; $Nikkei 225, $TOPIX, TOPIX Small, $DXJ All Breaking Out with 2+ year RS uptrends intact on Nikkei and TOPIX. Still...
351 Views
Optus Sale Would Be A BIG Payday For SingTel
SingTel is a deep value play, and an inexpensive entry into Bharti; yet the market pushes the implied stub further into negative territory. A sale...
470 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
24 Views
Last Week in Event SPACE: Keisei Electric /Oriental Land, SingTel, Alumina/Alcoa, Li Ning
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
361 Views