Aztech IPO - Undemanding Valuation
Aztech Global (1869224D SP) is looking to raise about US$225m in its Singapore IPO. In this note, we will discuss forecast and assumptions and...
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Overview of My Winners and Losers in 2020...And 5 High Conviction Ideas Going into 2021
Looking back at our 2020 favorite picks shows good performance across the board except for Procurri which declined over 40%. We also highlight 5...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
345 Views
Valuetronics (VALUE SP): Cash Is an Important Asset + Expansion in Vietnam Continues
Valuetronics Holdings (VALUE SP) has been a long-term favorite holding as it has been a steady FCF machine and dividend payer. Management at...
576 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
304 Views