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
AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
581 Views
The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
646 Views
Yoma Strategic – Strong Headline Earnings for 4Q Driven by Non-Operating Gains
Yoma Strategic Hldgs (YOMA SP) reported its 4Q FY18/19 and full year FY18/19 financial results. Profit attributable to shareholders surged to...
609 Views
Yoma Strategic – Impressive Reported Earnings Driven by Revaluation, but Still Treading on Thin Ice
Yoma Strategic Hldgs (YOMA SP) reported its 2Q FY19 financial results yesterday morning. Reported earnings look impressive but this was driven by...
454 Views