Rex: Bargain Purchase and Auditor Fantasy Valuations
Rex reported stellar FY21 results. Accounting fantasy valuations suppressed the true cash flow impact but this noise should disappear in FY22....
938 Views
Institutional Inflows Continue to Drive Singapore’s APAC Lead in YTD
The 30 Singapore stocks that have attracted the highest net institutional buying since 31 Jan, include 19 STI stocks and 11 non-STI stocks. The...
1.1k Views
Preview Rex International FY21 Results: Prime Beneficiary Of Rising Oil Price
Rex will report FY21 results in late February. We expect results to be a major wake-up call to investors as the Norwegian Brage field cash flows...
724 Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
435 Views
Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
1.4k Views