Understanding Nanofilm (Nano SP)'s 3Cs - Customer Concentration, Competition and Management Changes
In its short listed history, Nanofilm endured significant regulator and investor scrutiny following sub-par results, management share disposals and...
553 Views
AEM: Temasek Investment + New Customers = Pre-Cursor to Nasdaq Listing? Fair Value to 8 SGD
AEM remains a top pick as it digests the Temasek investment and gets ready to list on Nasdaq in 2022. Major new customer wins are likely as...
1.8k Views
Smartkarma Webinar | Singapore Investment Ideas
Join us on 11 August, 5pm SGT, when we talk to Nicolas Van Broekhoven about some of his favourite Singapore-based small- and mid-cap investment...
889 Views
The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
229 Views
AEM Holding: Aggressively Buying Their Own Stock; Historically Pre-Cursor to Strong Performance
AEM Holdings has been aggressively buying back stock in the last week. History teaches us this is a pre-cursor to strong share price performance...
972 Views