Whatever Happened to FANG? Why Its Time to Reload on Large Cap Growth
Macro tends to control the market in between earnings seasons, when fundamental performance matters less. As we approach 1Q21 earnings in a few...
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Disney 1Q21: Is Streaming Enough to Support $200?
We move to the sidelines on Disney after being long for the past year. We think the stock has fully valued a streaming business that has a little...
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Netflix 4Q20: It’s a Free Cash Flow Machine!
Netflix posted an inline quarter, but the stock is up 14% on commentary about sustainability of FCF going forward. We don't advocate shorting NFLX...
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The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Starhub (STH): Disney Is Coming but Enterprise Is Gaining Momentum
Starhub's Enterprise Business finally is taking off, almost equal to the Mobile. With a 3.6% higher yield than Singtel, Starhub sounds like a bargain.
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