The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
1.3k Views
The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
344 Views
Five Tech/Hardware Stocks Amongst Last Week’s Most Active 50
Together, AEM, UMS, Frencken, Valuetronics and Hi-P averaged 7% gains last week, bringing their combined average 2019 YTD total return to 82%...
727 Views
Valuetronics: Full Steam Ahead with Vietnam Factory; Interim Dividend +20%; Net Cash 60% of Mkt Cap
Valuetronics Holdings (VALUE SP) has been a long-term favorite holding as it has been a steady FCF machine and dividend payer. Management at...
555 Views