Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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Discover Singapore: Frencken, Still at Discount to Peers After YTD Performance, 65% Upside to Be Had
Frencken Group Ltd (FRKN SP) is a global precision engineering company Key divisions are Mechatronics and IMS which sell products into automotive...
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Discover Singapore: Micro Mechanics (MMH SP)
Singapore is home to many wonderful small- and medium size companies. Discover Singapore series will highlight some of these Micro Mechanics...
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