Singapore Equity Strategy: November 2025
Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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AGM DiSa (DISA SP): Still Waiting for Explosive Growth Phase; Remains Story Stock to Watch
Yesterday we attended the AGM of DiSa (DISA SP). Shares have dropped 50% YTD and the market cap is now only 22M SGD, barely above its net cash...
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DiSa (DISA SP): This Story Stock Is Growing as Samsung Starts Using Its Anti-Theft Technology
As I have written in the past the SGX is home to a great story stock: DiSa (DISA SP). If the company delivers on its promise it has the potential...
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The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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