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Smartkarma Originals

Smartkarma Originals
Exclusive research engaged by Smartkarma

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12 Mar 2024 13:29
Smartkarma Originals

APAC Luxury Industry Series Update: The Growth of Luxury Travel Unmatched by Dull Share Prices

While travel has rebounded to pre-pandemic levels, Shiseido's Travel Retail struggles, yet Minor International and Mandarin Oriental are showing...

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11 Mar 2024 08:08
Smartkarma Originals

EQD | A Systematic Look at the Post Earnings Announcement Drift Across Asia

We leverage a few analytics from NewMark Risk's proprietary Options Implied Analytics library to enhance common strategies to trade earnings...

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07 Mar 2024 19:23
Smartkarma Originals

HK RE Series (2): Market Is Still Bearish but Bottom Is Near, Few Things Needed for Re-Rating

This is an update to the Original of HK RE stocks.  Valuation has become even more compelling.  However, we need a few catalysts (physical market...

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21 Feb 2024 17:37
Smartkarma Originals

ASEAN EV Ecosystem Update: Further Initiatives to Build a Regional EV Ecosystem

Development of a robust EV ecosystem remains a primary goal of the governments in the region. Governments continue to introduce new initiatives...

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09 Feb 2024 11:30
Smartkarma Originals

Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power

Inflation in Japan has been on a decline over the year, reaching 2.6% in December 2023 after peaking at 4.3% twelve months prior.

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