Singapore Market Roundup (19-Sep-2025): OCBC Views Boustead's REIT Spin-Off as a Positive Step.
OCBC sees Boustead's REIT spin-off positively; CDG's Copenhagen Metro prequalification enhances its profile; DBS raises AEM target price to $2.10...
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Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
688 Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
334 Views
The Week That Was in ASEAN@Smartkarma - LREIT's Focussed, Berli Jucker, and AEM's Inventory Loss
The Past Week saw insights on Lendlease Global Commercial REIT, Berli Jucker (BJC TB), AEM (AEM SP), Airports of Thailand (AOT TB), and the...
515 Views
Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
1.4k Views