The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
257 Views
AEM Holdings: 2H21 Revenue Acceleration to Continue into FY22. Fair Value Maintained at 8 SGD
AEM continues to deliver solid results. FY22 guidance points to another record year for the company. AEM remains major beneficiary of Intel Capex...
870 Views
Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
1.4k Views
UMS Holdings: Attractive Valuations & Continued Strong Global Demand for Semiconductor Equipment
Three key catalysts of UMS Holdings include continued strong global demand for semiconductor chips, bullish sentiment on the global aerospace...
342 Views
Aem Holdings: Raises Guidance for FY21, New Customer Wins in FY22 to Drive Re-Rating to 8 SGD
AEM will soon cross the 1B USD market cap treshold attracting a new sort of investor base. Combine this with a bullish outlook for FY22 and all...
1.4k Views