The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Asia Ex-Japan: Industrials Rotation
Investor sentiment in the Industrials sector is turning positive after a multi-year decline among active Asia Ex-Japan fund managers.
422 Views
Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
552 Views
ASL Marine Initiation - A Deleveraging-Led Earnings Inflection
ASL Marine (ASL SP) is an SGX mainboard-listed specializing in marine services group shipbuilding, ship repair and conversion, and ship chartering.
195 Views
The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
344 Views