Goodbaby (1086 HK): Chairman’s Light Privatisation Offer Likely to Pass
The Chairman's HK$1.50 offer is final (38.9% premium). It's light vs peers (0.38x P/B, 2.0x EV/EBITDA) but fair historically. Vote risk is low with...
184 Views
MSCI ACWI Ex-US, EAFE Testing Downtrend Channel Supports -- Bounce Potential
Bounce potential given $ACWX $EFA testing downtrend channel supports, but it would likely be a short-term trading opportunity due to the fact that...
666 Views
Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
651 Views
🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
549 Views
Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
657 Views