Asian Defence Contractors: Up In Arms
Defence spending beneficiaries include Hyundai Rotem (064350 KS) and Aerospace Industrial Development (2634 TT). For relval, short Poongsan Corp...
377 Views
Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
355 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
633 Views
Temasek Walks Away from Keppel Deal
After nearly 10 months of work across many jurisdictions (and probably a dozen insights by yours truly in that period), Temasek has decided to walk...
557 Views
Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
768 Views