Asian Equities: Secular DPS Growth Matters, Not Just Dividend Yield. Presenting Our "Asia 50".
​Focusing on secular DPS growth over the past decade, we screen 50 Asian stocks, from JP (24), HK (10), CN (6), India (6), SG (2) & TW (2). They...
300 Views
Merger Arb Mondays (24 Nov) - ANE, Dongfeng, ENN, Jinke, Shengmu, AUB, Digital Hldgs, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
464 Views
Last Week In Event SPACE: 3SBio/Mandi, CATL, Grindr, Mandarin Oriental
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
347 Views
Asia-Pac M&A Weekly Wrap: RPMGlobal, Insignia, Webjet, Mayne Pharma, Jinke Smart, Digital Holdings
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
367 Views
Asia Real Estate Tracker (21-Nov-2025): Brookfield unveils $100B AI infrastructure plan.
Brookfield launches a $100 billion AI initiative with Nvidia and KIA, while Link REIT bids for Australian malls amid a 3.4% income drop, and...
600 Views