Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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(Mostly) Asia M&A: August 2019 Roundup
For the month of August, 16 new deals were discussed on Smartkarma with an overall announced deal size of ~US$23bn. Clicking on the company name in...
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Last Week in Event SPACE: Unizo, Ruralco, Pac Pacific/Donki, Asiana, Greene King, Wheelock, Intouch
Last Week in Event SPACE ... If you had a long position in Unizo Holdings (3258 JP) from well before, or even just this past week, you would look...
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Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
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The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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