Aztech IPO - Undemanding Valuation
Aztech Global (1869224D SP) is looking to raise about US$225m in its Singapore IPO. In this note, we will discuss forecast and assumptions and...
1.3k Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
280 Views
Procurri: US PPP Saves 1H20; Remains Cheap at 0.4x EV/Sales but No Catalyst
Procurri Corporation (PROC SP) was a strong performer in 2019 rising over 80%. YTD shares have been weak (-36%) because of the aborted transaction...
468 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
351 Views
ISDN (ISDN SP): Stuck in First Gear Since 2005, Can Novo Tellus Get It to Full Speed?
Isdn Holdings (ISDN SP) has been stuck in first gear failing to deliver any meaningful value for shareholders for the last five years. If we...
629 Views