High Conviction Idea: Oil Is the New Gold!
We would be looking to trim SOME OIL and GAS stock exposure this week as the spot price rises. This would be to buy more in the inevitable...
638 Views
Santos (STO AU): Why FIRB Should Block ADNOC's Takeover
Santos Ltd (STO AU) dives ~11% after Abu Dhabi walks away, two days before a formal deadline. "Sensationally ended", as The Australian words it? I...
1.3k Views
Hancock Deal Reshapes Strike Energy's Outlook
A key obstacle to developing Strike Energy’s flagship West Erregulla project has been removed, while the company’s funding position has...
91 Views
Transition Year Ahead For SGH
Industrial conglomerate SGH Ltd reported a lacklustre FY26, slightly below consensus, while guidance for more of the same disappointed the...
90 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
493 Views