AEM: Stellar 1H22; Deeply Undervalued. Fair Value Remains at 8 SGD.
AEM reported a great set of 1H22 results and raised guidance. Long term thesis remains intact as stock trades at 10x FY22 EPS. Fair value remains...
706 Views
The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
373 Views
AEM: Increased FY22 Revenue Guidance; Riding on Intel's Capex Binge into Multi-Year Ramp
AEM reported record 1Q22 results and in the conference call reiterated it is looking for a multi-year ramp. This ramp is driven by its key client...
789 Views
Rex: Show Me the Incentives and I Will Show You the Outcome
Rex share awards show clear incentives for the board to maximize value over the coming two years. Buying back 10% of shares outstanding would be...
720 Views
UMS Holdings: Excellent Results in 2021 & Valuation Has Become More Attractive After Recent Sell-Off
UMS Holdings' stock price has been oversold in the past several weeks. It posted excellent results in 4Q 2021 and its valuations have become more...
444 Views