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...
444 Views
Fund Manager Meeting Notes: Economists Back to Drawing Board
Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then...
159 Views
Li & Fung's FVE Decreased to HKD 3.64 With Negative Moat Trend as We Transfer Coverage
We transfer coverage of Li & Fung Ltd (494 HK), retaining our no-moat rating, but changing our moat trend to negative from stable. We cut our...
198 Views
HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
331 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
329 Views