ASL Marine - FY26 Earnings Update - Chartering to Drive the Upside, Repair to Anchor Quality
We slightly lower our TP of ASL to S$0.38/share (vs. S$0.42 at initiation), implying around 31% upside to the current share price of S$0.29/share.
95 Views
GKE Corporation - FY26 Earnings Update - Record Revenue Masks Softness in Core Segments
GKE reported their FY26 results on 30th Jul 26. In this note, we talk about their FY26 earnings update and share our thoughts.
98 Views
The Week That Was in ASEAN@Smartkarma - XL Axiata's Convergence Push, Cimory & GT, SCG Chemicals IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
491 Views
The Week That Was in ASEAN@Smartkarma - ASSA's Mobility Edge, Alfamart's Convenience, and ITMG.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
483 Views
OKP Holdings Initiation - Staying Prudent While Riding The Construction Upcycle
OKP (OKP SP) is an SGX Mainboard-listed civil engineering and infrastructure group specialising in public-sector transport and commuter...
141 Views