The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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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)...
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Naspers/Prosus: South African "Keswicks"
The overall construct is accretive, but is a more complex accretion and complexity has its costs in terms of a discount rate. And circularities, as...
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Last Week in Event SPACE: Swire, Hitachi Metal, Jardine, Softbank, Bingo, Japan Asia, Mainstream
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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Jardine Matheson: Lessons in Dissent
At a 13% discount to NAV, this not attractive for a complicated holding company structure. In all likelihood, near-term news may focus on these...
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