The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
477 Views
UG Healthcare: FY19 Results Show Revenue and Gross Margin Strength; Cost Control Now Needed
UG Healthcare (UGHC SP) showed good topline growth to almost 92M SGD (+17.5%), and a 400bps improvement in its GPM (from 16.4% to 20.4%) during its...
512 Views
The Week that Was in ASEAN@Smartkarma -Indonesia's Potential, Pure Gold, and Vietnam's Consumers
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
631 Views
UG Healthcare: Weak 2Q19 Driven by One-Off Issue, If 10% NPM Achieved in FY20 Trades at 4x FY20 P/E
UG Healthcare (UGHC SP) showed good topline growth (+15%) but very weak bottom-line performance (-73%) in the second quarter of FY19 (financial...
539 Views
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...
1.4k Views