Seatrium – Overhang Remains but Huge Option Value
Despite historical issues, the company's core business is strong with a growing order backlog, offering potential upside once overhang clears.
892 Views
Dyna-Mac (DMHL SP): No Alternative As Hanwha Group Bumps
Trading at S$0.65/share as I type. If I was an arbitrageur, and already in, I'd be selling here and into strength Look to (re) enter on any...
751 Views
The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
556 Views
The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
622 Views
The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
579 Views