The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Weekly Innovation Review (WIRE) #46
Headline Developments: This week’s headline developments is a bit of an NFT special, with some very reputable brands getting in on the action...
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Bioventix: A Rare Biotech Play with a Low-Risk, High-Return Model
Although it is not clear whether this bond proxy can offer a 20% total return at this level, I see a high chance for it to outperform the benchmark...
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Microsoft Corporation - Investment Thesis
Microsoft had another solid quarterly result as it inched closer to the target price from our last report. The company saw a 21% top-line growth...
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Amazon 2Q21: Pay Attention to AWS and Advertising
Retail decelerated ALOT. In the meantime, its higher margin AWS and Advertising businesses are ACCELERATING. We value these two businesses at...
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