Comfortdelgro (CD): Growth Evident and Cheap
​Comfortdelgro 54% revenue from overseas. Vicom Ltd's OBU upgrade offers high-margin profit, trading at 14x PE near historical low. Opportunity to...
432 Views
StubWorld: Singtel Coming Up "Cheap" As Divestments Continue Apace
Amid improving earnings, the market is assigning S$6.9bn less for the unlisted ops since the beginning of Covid. Plus Singtel is monetising non...
558 Views
Bharti Singtel Possible Selldown/Holdco Trade - Singtel Appears to Be Ready for Cashing in US$1-2bn
Various recent media reports have indicated that Singtel aims to sell 2-4% of its stake in Bharti Airtel. In this note, we talk about the possible...
673 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
453 Views
Converge ICT Pre-IPO - Fast Growth, Low Penetration, COVID Resistant
Converge ICT Solutions Inc (ITC PM) aims to raise around US$500m in its Philippines listing later this year.Converge ICT (CICT) is the largest...
569 Views