Kimly: Results Slightly Better than Expected
​Kimly's steady business performance and negative working capital. The company executed well with better-than-expected margins. Maintained a 2-cent...
400 Views
The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
474 Views
Kimly & Oriental Food Update
​Kimly stock has performed well but is no longer cheap, while Oriental Food's profits may be impacted by the strength of the Malaysian Ringgit but...
257 Views
Kimly (KMLY SP): Ramp up in Public Housing Supply, an Opportunity to Expand
Upcoming 1H FY2023 results can reverse the stock's downslide if the company reports a margin recovery. Current undemanding valuations, despite...
549 Views
Kimly: A Yummy, Undervalued Re-Opening F&B Play in Singapore
We believe Kimly is a yummy, undervalued re-opening, F&B play in Singapore which is increasingly reopening for travel and reducing various COVID...
573 Views