The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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AEM Holdings: 2H21 Revenue Acceleration to Continue into FY22. Fair Value Maintained at 8 SGD
AEM continues to deliver solid results. FY22 guidance points to another record year for the company. AEM remains major beneficiary of Intel Capex...
921 Views
Ukraine Invasion's Semiconductor Impact
How will the chip market be impacted by sanctions against Russia? The SIA expects a negligible demand decrease and no short-term impact tot he...
454 Views
Intel Analyst Day: Still a Top (Funding) Short
Intel's recent analyst day was confirmatory that it has entered the IBM zone - an inability to reset long term expectations makes it a perma...
377 Views
SK Hynix: Improving Global Market Positioning Whilst Still Trading at Discount Valuation Multiples
In this insight, we analyse SK Hynix’s relative market share changes, market pricing dynamics, and revenue growth outlook, as well as an updated...
285 Views