Last Week in Event SPACE: Sing Air, JD Logistics, China Mobile, Angang/Bengang, Link Admin, Xiaomi
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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StubWorld: Wilmar's Stake In Yihai Kerry At 300% Of Market Cap
I'd buy Wilmar here. Management's average buyback price of $5.08/share. YKA accounting for 3x Wilmar's market cap is unstatanble. I see a more...
571 Views
Singapore Stocks Paralleled GDP Strengths in 1Q21
Singapore’s economy expanded 1.3% YoY in 1Q21, a reversal from the 2.4% YoY contraction in 4Q20. Key drivers of the 1Q21 GDP growth were...
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Thai Beverage (THBEV): Weak Quarter Ahead
Q2 2021 result brought some optimism especially when the management displayed cost savings ability but the spirits and beer outlook remain soft as...
320 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
227 Views