Singapore Market Roundup (11-Dec-2025): UOB Kay Hian maintains 'buy' on Valuetronics amid trade
UOB Kay Hian maintains a 'buy' on Valuetronics, citing reduced trade tension. Analysts are positive on Delfi from lower cocoa prices and see growth...
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Singapore Equity Strategy: November 2025
Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the...
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Singapore Electronic Production Equipment: Growth in an Era of AI and IoT
The electronic production equipment industry forms the backbone of modern electronics manufacturing. The global electronic production equipment...
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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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The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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