StubWorld: Intouch Is A Short Here
The current NAV discount - or simple ratio - are not sustainable. Unless Gulf reloads another 5%, at a NAV discount level 10ppt tighter than when...
522 Views
Last Week in Event SPACE: OFAC's Longer List, TOPIX Free Float, PCCW, Jardines, Toa, Guoco, Sansan
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
537 Views
StubWorld: TBS/Tokyo Electron, Intouch/Gulf, Jardines' Buybacks
Tokyo Electron (8035 JP) outperforms as global carmakers face a chip shortage; Gulf Energy increases its questionable stake in Intouch; and Jardine...
542 Views
Starhub (STH): Disney Is Coming but Enterprise Is Gaining Momentum
Starhub's Enterprise Business finally is taking off, almost equal to the Mobile. With a 3.6% higher yield than Singtel, Starhub sounds like a bargain.
513 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
314 Views