UOL Group (UOL SP): At Risk of Passive Selling in February
UOL Group could be deleted from global passive portfolios in February and trackers will need to sell 16x ADV. UOL Group has outperformed City Dev...
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Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
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2023 High Conviction: Haw Par Is Cheap
I like Haw Par here, and recommend going long outright or hedging against UOB (~58% of its NAV, 94% of its market cap). Singapore Land looks a lay...
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The Week That Was in ASEAN@Smartkarma - GoTo Completes, Ultrajaya's Milky Future, and BCA's Hybrid
The past week saw insights on GoTo (GOTO IJ), Ultrajaya Milk (ULTJ IJ), Bank Central Asia (BBCA IJ), Bank Negara Indonesia (BBNI IJ), and Bank...
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Index Rebalance & ETF Flow Recap: N225, ASX, STAR50, NIFTY50, KRX New Deal, UOL SP, Korea Passive
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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