The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Rex: Oman Production Gaining Steam; Could It Really Trade at 1x 2021 Pre-Tax Profits?
Rex is a misunderstood oil company trading on SGX. Our calculations show the stock could be trading at +/- 1x 2021 pre-tax profits. There is wild...
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Smartkarma Corporate Webinar | UG Healthcare: Demand Visibility & Pricing Trends
On 19 January, at 5PM SGT, join us for a presentation by Jun Yih Lee, Executive Director and Director of Finance at UG Healthcare, and a fireside...
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Overview of My Winners and Losers in 2020...And 5 High Conviction Ideas Going into 2021
Looking back at our 2020 favorite picks shows good performance across the board except for Procurri which declined over 40%. We also highlight 5...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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