Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
2k Views
Indian IT Services: COVID-19 Revenue Impact Troughed, Recovery Already Priced In?
The key takeaways, from the recent reporting season, was that 1) the revenue impact from the COVID-19 pandemic was sharp, but less than expected,...
579 Views
Indian IT Services: 4Q FY2020 Results Overview and Valuation Update
In this insight I give a brief an overview of the recent reporting period, evaluate the potential impact from COVID-19 on these high-quality...
360 Views
Aequitas: Aequs Ltd IPO Lockup Expiry - US$933m Lockup Release
Aequs Ltd raised about US$104m in its India IPO in Dec 2025. The lockup on its promoters and pre-IPO investors is set to expire soon.
167 Views
Insider Activity: Who Bought Their Own Stock in May 2026
​Insider buying activity increased in May 2026 as earnings season wrapped up, with focus on companies and sectors with significant insider...
173 Views