U.S. Equity Strategy: Buy The Dips
New developments outlined in today’s report are of the bullish variety. The way we see it, the positives continue to heavily outweigh the...
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U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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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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The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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