Venture Corporation - A Dialogue from the Past Might Give Some Insight on the Future
Taking a look after fifteen years - excellent anchor customers have boosted margins, but too much focus on margins has been counterproductive in...
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Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
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Aztech IPO Trading - Heading for a Modest Debut
Aztech Global (1869224D SP) is looking to raise about US$225m in its Singapore IPO. In this note, we will discuss past Singapore IPO performance...
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Aztech IPO - Undemanding Valuation
Aztech Global (1869224D SP) is looking to raise about US$225m in its Singapore IPO. In this note, we will discuss forecast and assumptions and...
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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...
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