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>The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives.</li><li>These Shariah compliant companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG; 3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes and 4) committed to generating positive, measurable and additional sustainability outcomes.</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>

The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives.These Shariah compliant companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG; 3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes and 4) committed to generating positive, measurable and additional sustainability outcomes.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.

Global Sustainability (Shariah) Portfolio (14-Sep-2026)

<ul><li>The strategy seeks to invest in companies with superior sustainability features/initiatives.</li><li>These companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG; 3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes; and 4) committed to generating positive, measurable and additional sustainability outcomes.</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>

The strategy seeks to invest in companies with superior sustainability features/initiatives.These companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG; 3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes; and 4) committed to generating positive, measurable and additional sustainability outcomes.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.

Global Sustainability Portfolio (14-Sep-2026)

Independent Fund Manager, Swaen Capital

Swaen Capital

Independent Fund Manager

Swaen Capital is a Singapore based licensed independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers. Our focus lies within the wealth management business, covering client relationships, financial planning, advisory, as well as discretionary portfolio management. We have developed strategic alliances with other leading independent firms to complement and extend our offerings to clients (global hedge fund research capability, alternative investment offerings, corporate finance, fund structuring & administration, etc). Our know-how, extensive global network and long standing presence in Asia allows us to provide a global footprint and at the same time enables us to capitalize on regional opportunities.

Thematic (Sector/Industry)

<ul>
<li>The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and signal-integrity penalties. The industry's answer is to move the optics off the faceplate and onto the chip package itself — Co Packaged Optics (CPO).</li>
<li>Adoption is switch-first. NVIDIA and Broadcom are shipping CPO switches in 2026 on external-laser designs; the XPU side and an in-package laser are deferred by packaging and reliability limits, not yet solved.</li>
<li>Money moves with the architecture. As the optical engine moves into the package, value migrates away from module assemblers toward the layers that fabricate the optical engine itself.</li>
</ul>


The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and signal-integrity penalties. The industry's answer is to move the optics off the faceplate and onto the chip package itself — Co Packaged Optics (CPO).
Adoption is switch-first. NVIDIA and Broadcom are shipping CPO switches in 2026 on external-laser designs; the XPU side and an in-package laser are deferred by packaging and reliability limits, not yet solved.
Money moves with the architecture. As the optical engine moves into the package, value migrates away from module assemblers toward the layers that fabricate the optical engine itself.


Co-Packaged Optics 101: The Future of High-Density AI Interconnects

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mpi-corp" target="_blank" data-smartkarma-citation="entities:11218:1" rel="noopener">Mpi Corp (6223 TT)</a>'s stock price has soared over the last few months, and the stock should be added to a global index in May. </li>
<li>The stock price rally has led to <a href="https://www.smartkarma.com/entities/mpi-corp" target="_blank" data-smartkarma-citation="entities:11218:1" rel="noopener">Mpi Corp (6223 TT)</a> trading at a valuation premium to its peers, but there are some peers that trade at steeper valuations.</li>
<li>Given the strong momentum and the recent risk-on environment, there could be increased positioning over the next week or two and that could take the stock higher from here.</li>
</ul>



Mpi Corp (6223 TT)'s stock price has soared over the last few months, and the stock should be added to a global index in May. 
The stock price rally has led to Mpi Corp (6223 TT) trading at a valuation premium to its peers, but there are some peers that trade at steeper valuations.
Given the strong momentum and the recent risk-on environment, there could be increased positioning over the next week or two and that could take the stock higher from here.


MPI Corp (6223 TT): Stock Going Parabolic as Global Index Inclusion Looms

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<ul>
 <li>MPI Corp. is a leading Taiwanese manufacturer of semiconductor testing equipment, specializing in probe cards, photonics automation, advanced semiconductor test systems, and thermal test solutions.</li>
 <li>The company is well-positioned to benefit from secular growth trends in the semiconductor industry, driven by the proliferation of artificial intelligence (AI), high-performance computing (HPC), automotive electronics, and the Internet of Things (IoT).</li>
 <li>Strong financial performance is evidenced by a robust growth track record, with a 3-year revenue CAGR of 16.05% and a 3-year net income CAGR of 49.13%. The company has demonstrated impressive momentum and resilience, as reflected in its Smartkarma Smartscores.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  MPI Corp. is a leading Taiwanese manufacturer of semiconductor testing equipment, specializing in probe cards, photonics automation, advanced semiconductor test systems, and thermal test solutions.
  The company is well-positioned to benefit from secular growth trends in the semiconductor industry, driven by the proliferation of artificial intelligence (AI), high-performance computing (HPC), automotive electronics, and the Internet of Things (IoT).
  Strong financial performance is evidenced by a robust growth track record, with a 3-year revenue CAGR of 16.05% and a 3-year net income CAGR of 49.13%. The company has demonstrated impressive momentum and resilience, as reflected in its Smartkarma Smartscores.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Taiwan

MPI Corporation designs, manufactures, and markets probe cards and probe stations for wafer testing.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Mpi Corp (6223 TT)

Global Sustainability (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives. These Shariah compliant companies...

Crea8

Global Sustainability Portfolio (14-Sep-2026)

The strategy seeks to invest in companies with superior sustainability features/initiatives. These companies may be: 1) screened by avoiding...

Crea8

Co-Packaged Optics 101: The Future of High-Density AI Interconnects

The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...

Swaen Capital

MPI Corp (6223 TT): Stock Going Parabolic as Global Index Inclusion Looms

MPI could be added to a global index in May. The stock has run up and outperformed peers. Valuations are now at a premium. Strong momentum and risk...

Brian Freitas

Primer: Mpi Corp (6223 TT) - Jan 2026

MPI Corp. is a leading Taiwanese manufacturer of semiconductor testing equipment, specializing in probe cards, photonics automation, advanced...

αSK Primers

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)