Grab - Deep Dive Reveals the Mist Is Lifting
Grab recently announced its 1Q2021 and help an inaugural analyst meeting to present the results and provide an update. We also talked separately...
583 Views
The Week That Was in ASEAN@Smartkarma - Slowing Singapore, Indonesia Media, and Maybank's Woes
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
450 Views
CSE Global: Moving Into Choppier Seas With Weaker Balance Sheet
CSE Global Ltd (CSE SP) gained another 17 percent since my last note. Although its order book looks strong (the highest in 6 quarters), the firm's...
414 Views
CSE Global: Gaining Momentum
Investors who have bought CSE Global on dips since my last note would have profited ~18%. The upbeat guidance by management and supply-demand...
394 Views
CSE Global: Buy On Dips
After a good run of 35% since my first note on 2nd March, it’s time to re-look at whether CSE Global is still worth entering at the current...
769 Views