The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Comfortdelgro (CD): Now or Never
The share price is lagging behind peers while operating numbers gradually improving. Reopening leads to an increase in ridership, China's reopening...
760 Views
Sean Lee Adds to Marco Polo Marine Stake
Sean Lee Adds to Marco Polo Marine Stake Overall, institutions were net sellers of Singapore stocks for the five sessions ending Jan 12 with S$96...
363 Views
Daiei Kankyo IPO - Final Thoughts on Valuation
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$314m in its Japan IPO. In this note, we talk about valuations.
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Mixed Oct Returns for Singapore's Most Traded Non-STI stocks
Singapore’s 30 most traded stocks outside of the STI have seen ~S$670 million in net fund outflows in the 2022 YTD, with declines in October,...
122 Views