CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul><li>Dividend is a key component of overall returns.</li><li>The strategy seeks to invest in high dividend stocks globally.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li></ul>

Dividend is a key component of overall returns.The strategy seeks to invest in high dividend stocks globally.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.

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/sharp-corp" target="_blank" data-smartkarma-citation="entities:391:1" rel="noopener">Sharp Corp (6753 JP)</a> has a valuation disconnect: Free Cash Flow, Reported Earnings and Share Price. </li>
<li>Sharp's heavy capex business model shrank its Free cash flow over time, leading to an underperformance while <a href="https://www.smartkarma.com/entities/panasonic-corp" target="_blank" data-smartkarma-citation="entities:222:1" rel="noopener">Panasonic Corp (6752 JP)</a> has pivoted to new industries. </li>
<li>The management of Sharp will need to pivot to AI or any asset light business but it may not come any time soon. </li>
</ul>



Sharp Corp (6753 JP) has a valuation disconnect: Free Cash Flow, Reported Earnings and Share Price. 
Sharp's heavy capex business model shrank its Free cash flow over time, leading to an underperformance while Panasonic Corp (6752 JP) has pivoted to new industries. 
The management of Sharp will need to pivot to AI or any asset light business but it may not come any time soon. 


Sharp (6753) Vs. Panasonic (6752): Gap Will Not Narrow Soon

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.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 8th. The aggregated holding was USD2,409.2bn.</li>
<li>We estimate that foreign flows to be inflows of USD6,235mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Wiwynn, MediaTek, TSMC, Unimicron Technology, Zhen Ding Technology.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 8th. The aggregated holding was USD2,409.2bn.
We estimate that foreign flows to be inflows of USD6,235mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Wiwynn, MediaTek, TSMC, Unimicron Technology, Zhen Ding Technology.


TWSE Foreign Holding Weekly (Oct 8th): Wiwynn, MediaTek, TSMC, Unimicron Technology

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Oct 9th. The aggregated short interest was USD41.5bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Shin Kong Financial, UMC, Zhen Ding Technology, Winbond Electronics, MediaTek.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Oct 9th. The aggregated short interest was USD41.5bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Shin Kong Financial, UMC, Zhen Ding Technology, Winbond Electronics, MediaTek.


TWSE Short Interest Weekly (Oct 9th): Shin Kong Financial, UMC, Zhen Ding Technology, MediaTek

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Oct 2nd. The aggregated short interest was USD41.4bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Shin Kong Financial, Gold Circuit Electronics, Wistron, Walsin Technology, Nanya Technology.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Oct 2nd. The aggregated short interest was USD41.4bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Shin Kong Financial, Gold Circuit Electronics, Wistron, Walsin Technology, Nanya Technology.


TWSE Short Interest Weekly (Oct 2nd): Shin Kong Financial, Gold Circuit Electronics, Wistron

Taiwan

Innolux Corporation manufactures TFT-LCD, LCD models and LCD monitors. The company also provides research, development, manufacturing and retails business.

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Innolux Corp (3481 TT)

Global Income Portfolio (18 Aug 2026)

Dividend is a key component of overall returns. The strategy seeks to invest in high dividend stocks globally. By adopting a portfolio of stocks...

Crea8

Sharp (6753) Vs. Panasonic (6752): Gap Will Not Narrow Soon

Sharp Co is still suffering from the legacy business that is asset heavy and eroding free cash flow while Panasonic has moved on to growth...

Henry Soediarko

TWSE Foreign Holding Weekly (Oct 8th): Wiwynn, MediaTek, TSMC, Unimicron Technology

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Wiwynn, MediaTek, TSMC, Unimicron Technology,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Oct 9th): Shin Kong Financial, UMC, Zhen Ding Technology, MediaTek

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, UMC, Zhen Ding Technology,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Oct 2nd): Shin Kong Financial, Gold Circuit Electronics, Wistron

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Gold Circuit Electronics,...

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)