Buy the Pullback in MSCI ACWI and S&P 500; Buys in Uranium, Transports, Services, Technology, More
Buy the Pullback in MSCI $ACWI and $SPX; Still bullish on global equities with $ACWI and the SPX holding above their respective bases at $117 and...
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Full Truck Alliance Q324 Results: Great Numbers, But Limited Upside Here | BUY Closer to US$8
Full Truck Alliance's shares shot up 15% on November 20 after the company reported another set of impressive results. We still like the company but...
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The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
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Pony AI IPO - Autonomous Valuation
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$195m in its US IPO. In this note, we talk about the IPO...
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Grab Holdings (GRAB US) - High-Value Products Take the Helm
Grab booked an impressive performance in 3Q2024, with strong evidence of its high-value products such as advance bookings gaining strong traction...
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