The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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DiSa: 10x Bagger by 2020?
Two Questions: -Could the SGX be the home of a Unicorn in disguise? -Can an obscure company with a current 85M USD market cap really be worth over...
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China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
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Sony (6758) - Shows Interest in Acquiring Parts of Fox
It was reported, last week, that Sony (6758 JP) has confirmed it is in informal talks with Twenty First Century Fox (FOX / FOXA US) to buy some or...
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AGM Disa: Explosive Growth Phase Around the Corner
Today I attended the AGM of DiSa (DISA SP) in Bukit Merah. There were about 50 shareholders in attendance.For a background on the DiSa story please...
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