Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A this week: OpenAI and Anthropic refreshed frontier models while Moonshot started its Hong Kong IPO process.</li>
<li>MiniMax powered HUMAIN's Arabic sovereign model, Alibaba refreshed Qwen, and Artificial Analysis kept new US frontier releases at the top of the ranking.</li>
<li>Nvidia agreed to buy Hugging Face, Anthropic expanded compute financing, and AI infrastructure demand flowed through hyperscalers, hardware vendors, chips and memory.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A this week: OpenAI and Anthropic refreshed frontier models while Moonshot started its Hong Kong IPO process.
MiniMax powered HUMAIN's Arabic sovereign model, Alibaba refreshed Qwen, and Artificial Analysis kept new US frontier releases at the top of the ranking.
Nvidia agreed to buy Hugging Face, Anthropic expanded compute financing, and AI infrastructure demand flowed through hyperscalers, hardware vendors, chips and memory.


This Week in AI (Aug 30-Sep 5): GPT-6 Astra and Fable 5.1 in Same Week; Moonshot Files IPO

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/eeka-fashion-holdings-limited" target="_blank" data-smartkarma-citation="entities:17725:1" rel="noopener">EEKA Fashion (3709 HK)</a> has diversified away from only golf apparel and has successful on building apparel brands for other sports. </li>
<li>Their online sales only make up to 20% of the total sales, while the peers reached 30-40%; thus, the unit of profitability is lagging behind. </li>
<li>Currently, it lacks a catalyst for a buy while it is too risky to short sell Eeka after a period of underperformance to the peers. </li>
</ul>



EEKA Fashion (3709 HK) has diversified away from only golf apparel and has successful on building apparel brands for other sports. 
Their online sales only make up to 20% of the total sales, while the peers reached 30-40%; thus, the unit of profitability is lagging behind. 
Currently, it lacks a catalyst for a buy while it is too risky to short sell Eeka after a period of underperformance to the peers. 


Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>Samsung Electronics (005930 KS), SK Hynix (000660 KS), and Kioxia Holdings (285A JP)'s share prices declined by 4.7%, 6.2%, and 5.7% respectively on 26 March.</li>
<li>Concerns about Google's new TurboQuant technology was the major factor driving lower share prices for these leading semiconductor companies in Asia.</li>
<li><em><strong>TurboQuant is likely to put negative pressures on the global semiconductor companies such as Samsung Electronics and SK Hynix in the near term. However, the long-term outlook remains less clear.  </strong></em></li>
</ul>


Samsung Electronics (005930 KS), SK Hynix (000660 KS), and Kioxia Holdings (285A JP)'s share prices declined by 4.7%, 6.2%, and 5.7% respectively on 26 March.
Concerns about Google's new TurboQuant technology was the major factor driving lower share prices for these leading semiconductor companies in Asia.
TurboQuant is likely to put negative pressures on the global semiconductor companies such as Samsung Electronics and SK Hynix in the near term. However, the long-term outlook remains less clear.  


Google's TurboQuant - Negative Impact on SK Hynix and Samsung Electronics in the Near Term

Hedge Fund News, Information and Data, Hedge Fund Alpha

Hedge Fund Alpha

Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

<ul><li>Following is the unofficial transcript of a CNBC exclusive interview with Berkshire Hathaway CEO Greg Abel on CNBC’s “Squawk Box” (M-F, 6AM-9AM ET) today, Wednesday, September 2.</li><li>Berkshire CEO Greg Abel: Multi-decade high Japanese bond yields not a challenge for major trading houses right now BECKY QUICK: Welcome back, everybody.</li><li>Berkshire Hathaway first invested in Japan's five main trading houses just over six years ago, and it consistently increased its position.</li></ul>

Following is the unofficial transcript of a CNBC exclusive interview with Berkshire Hathaway CEO Greg Abel on CNBC’s “Squawk Box” (M-F, 6AM-9AM ET) today, Wednesday, September 2.Berkshire CEO Greg Abel: Multi-decade high Japanese bond yields not a challenge for major trading houses right now BECKY QUICK: Welcome back, everybody.Berkshire Hathaway first invested in Japan's five main trading houses just over six years ago, and it consistently increased its position.

Berkshire Hathaway CEO Greg Abel On The Best Way To Data Centers

<ul><li>Green Ash Horizon Fund fell 10.02% in July, sharply underperforming the MSCI World’s 0.51% gain as a broad momentum unwind hit technology and AI-related stocks.</li><li>The sell-off proved particularly severe in semiconductors, which fell 20% after gaining 88% over the preceding three months.</li><li>Despite the correction, hedge fund manager James Sanders remains constructive on the fundamental outlook and continues to see strong long-term potential in AI infrastructure.</li></ul>

Green Ash Horizon Fund fell 10.02% in July, sharply underperforming the MSCI World’s 0.51% gain as a broad momentum unwind hit technology and AI-related stocks.The sell-off proved particularly severe in semiconductors, which fell 20% after gaining 88% over the preceding three months.Despite the correction, hedge fund manager James Sanders remains constructive on the fundamental outlook and continues to see strong long-term potential in AI infrastructure.

Green Ash Horizon Fund Falls 10% in July as AI and Semiconductor Momentum Reverses

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

This Week in AI (Aug 30-Sep 5): GPT-6 Astra and Fable 5.1 in Same Week; Moonshot Files IPO

This week in AI: GPT-6 Astra and Claude Fable 5.1 arrive together; Nvidia buys Hugging Face for USD 12.93bn; Moonshot files for a Hong Kong IPO.

Ke Yan, CFA, FRM

Eeka Fashion (3709): Ladies Fashion

Good product, high gross profit margin but net margin is low due to the high cost compared to the peers. Unless they can increase their online...

Henry Soediarko

Google's TurboQuant - Negative Impact on SK Hynix and Samsung Electronics in the Near Term

TurboQuant is likely to put negative pressures on the global semiconductor companies such as Samsung Electronics and SK Hynix in the near term....

Douglas Kim

Berkshire Hathaway CEO Greg Abel On The Best Way To Data Centers

Following is the unofficial transcript of a CNBC exclusive interview with Berkshire Hathaway CEO Greg Abel on CNBC’s “Squawk Box” (M-F, 6AM-9AM...

Hedge Fund Alpha

Green Ash Horizon Fund Falls 10% in July as AI and Semiconductor Momentum Reverses

Green Ash Horizon Fund fell 10.02% in July, sharply underperforming the MSCI World’s 0.51% gain as a broad momentum unwind hit technology and...

Hedge Fund Alpha

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52-week Range

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