The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
462 Views
Singapore STI Macro Bear Pressure Mounting with Tactical Relief from 2,400
FTSE Straits Times Index (STI) (STI INDEX) has been a core short bet from late 2019 and June 2020. Singapore's macro cycle remains negative due...
425 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
454 Views
Asia Short Bets as Strong Horses Bend
Asia's strong horses are showing weakening stances that are vulnerable to follow the bear camp lower from key sell resistance points. US tech hangs...
442 Views
Asia's Rally into Sell Zones
S&P 500 (SPX INDEX) 2,950 buy zone and level to put on risk in Asia and Europe worked well but charts have shown clear fractures after the...
429 Views