The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
414 Views
Singapore Exchange - Momentum Is Slowing
Weak Set of Results:Singapore Exchange (SGX.SP) reported FY 2Q20 earnings of SGD 99 mn - down 13% linked quarter - missing consensus by some 14%...
432 Views
The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
515 Views
SGX 2Q20 - Positive Trends Slow, Acquisition Reinforces Strategy - Inteqres Practical Update
SGX posted lukewarm 2Q20 results, cost control supported the strong EBITDA margins but a shift in accounting policy under SFRS16 led to a higher...
519 Views
Emerging Market Exchanges: B3 (B3SA3 BZ) Shares Look Exposed, We Prefer Bolsa Mexicana (BOLSAA MM)
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ) is on the defensive on pricing due to structural competitive factors which risk downgrades in its earnings...
552 Views