Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
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The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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SUTL: New Membership Sales Contribution Will Start to Kick In Next Two Years, Cash Is 70% of Mkt Cap
This week I attended the SUTL analyst briefing which was hosted in the company's One 15 Marina on Sentosa, Singapore. The presentation was given by...
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The Week that Was in ASEAN@Smartkarma - Industrials, Herbal Remedies, and Filters
Please find below a brief summary if this week's Insights in ASEAN@Smartkarma. For more detail please scroll down to the detail...
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Discover Singapore: Own an Asian Luxury Marina Operator at 4.8x Ex-Cash P/E and 2.8% Dividend Yield
SUTL Enterprise Ltd (SUTL SP) listed in 2015 via a reverse takeover Company controlled by SUTL Global (not listed) which is run by Tay...
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