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Toshiba – Change Is Afoot

By | Smartkarma Webinars

In this flash webinar, Travis Lundy and Mio Kato talk through the recent goings-on at Toshiba Corp (6502 JP) and what it means for investors.

The webinar will be hosted on Thursday, 15/April/2021, 4.00pm SGT/HKT.



Travis Lundy has 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money.

Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research.

Detail
Topic

Toshiba – Change Is Afoot

Description

Travis Lundy and Mio Kato talk through the recent goings-on at Toshiba Corp (6502 JP) and what it means for investors.

Time
15/April/2021, 4.00pm SGT/HKT
Speaker(s)

Travis Lundy has 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money.

Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research.

Recent Insights:

Recent Insights:

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Investor Positioning in Emerging Markets

By | Smartkarma Webinars

On our next Webinar, we welcome Insight Provider Steven Holden for a general analysis of fund positioning across countries/sectors and stocks, to highlight under-owned and over-owned areas of the market using Steven’s unique data-driven approach.

The webinar will be hosted on Wednesday, 21 April 2021, 17:00 SGT/HKT.

Steven Holden is the CEO and Founder of Copley Fund Research, an independent provider of research on equity fund positioning and performance. Set up in 2014, Copley focuses on global, global EM, US, Asia Ex-Japan and China active equity funds, covering over US$4 trillion in assets across 1,300 active managers.

Detail
Topic

Investor Positioning in Emerging Markets

Description

On our next Webinar, we welcome Insight Provider Steven Holden for a general analysis of fund positioning across countries/sectors and stocks, to highlight under-owned and over-owned areas of the market using Steven’s unique data-driven approach.

Time
21 April 2021 at 17:00 Singapore/Hong Kong Time
Speaker(s)

Steven Holden 

 

Steven Holden is the CEO and Founder of Copley Fund Research, an independent provider of research on equity fund positioning and performance. Set up in 2014, Copley focuses on global, global EM, US, Asia Ex-Japan and China active equity funds, covering over US$4 trillion in assets across 1,300 active managers.

Related Smartkarma Insights

Related Smartkarma Insights

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Prodia: Role of Diagnostics in Indonesia’s Healthcare Sector

By | Smartkarma Webinars

For our next Smartkarma Corporate Webinar, we are glad to welcome the Management and IR team of Prodia Widyahusada (PRDA IJ). The speakers include:

  • Dewi Muliaty – President Director 
  • Liana Kuswandi – Finance Director
  • Magdalena Vandry – Head of IR 
  • Stephanie Setiawan – IR 

The Prodia team will share a short company presentation and have a fireside chat with Smartkarma Insight Provider Angus Mackintosh, followed by a live Q&A session.

The Corporate Webinar will be hosted on Tuesday, 20 April 2021, 17:00 SGT / 16:00 JKT.

Corporate Webinars by Smartkarma Corporate Solutions feature discussions with IROs and Executives, discussing their companies, the challenges they face, and the opportunities in their sectors and markets.

Detail
Topic

 Prodia: Role of Diagnostics in Indonesia’s Healthcare Sector

Description

For our next Smartkarma Corporate Webinar, we are glad to welcome the Management and IR team of Prodia Widyahusada (PRDA IJ). The speakers include:

  • Dewi Muliaty – President Director 
  • Liana Kuswandi – Finance Director
  • Magdalena Vandry – Head of IR 
  • Stephanie Setiawan – IR 

The Prodia team will share a short company presentation and have a fireside chat with Smartkarma Insight Provider Angus Mackintosh, followed by a live Q&A session.

Time
20 April 2021 at 17:00 Singapore time / 16:00 Jakarta time
Speaker(s)

Dewi Muliaty

 

Dewi began her career at Prodia in 1988 at the Quality Control lab as the Technical Manager Assistant. She served as the Research and Development Manager (1994-2003) and Development Director (2003-2009) before being appointed the Managing Director of the Company in 2009. She obtained her bachelor degree in Pharmacy in 1987 from Padjajaran University, Bandung. She has a masters degree in Biomedical Clinical Chemistry and a PhD in Biomedics from Hasanuddin University, Makassar and is also a certified pharmacist.

 

Angus Mackintosh 

 

Angus Mackintosh has been in Equity Sales and Research for more than 25 years covering Asian markets. He possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits as well as political, economic, and sector commentary. He is a former racing skier who enjoys ultra-marathons and surfing in his spare time.

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Related Smartkarma Insights

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Sustainability and ESG Indices: A Booming Ecosystem

By | Smartkarma Webinars

In our next Smartkarma Webinar, we are delighted to welcome Insight Provider Kyle Rudden, to discuss the growing ecosystem of index providers and the SRI (sustainable and responsible investing) and ESG (Environmental, Social, and Governance) indices and benchmarks they create, enabling the current growth in sustainable investing.

The webinar will be hosted on Wednesday, 14 April 2021, 17:00 SGT/HKT.

Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. After all, ESG investing is, first and foremost, investing. “Alpha-centric” does not mean apathetic, however. Quite the contrary. Kyle believes global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. Profitability is necessary for sustained impact. The Triple Bottom Line. People, Planet, AND Profit.

Detail
Topic

Sustainability and ESG Indices: A Booming Ecosystem

Description

In our next Smartkarma Webinar, we are delighted to welcome Insight Provider Kyle Rudden, to discuss the growing ecosystem of index providers and the SRI (sustainable and responsible investing) and ESG (Environmental, Social, and Governance) indices and benchmarks they create, enabling the current growth in sustainable investing.

Time
14 April 2021 at 17:00 Singapore/Hong Kong Time
Speaker(s)

Kyle Rudden 

 

Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research, who believes that global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. Profitability is necessary for sustained impact. The Triple Bottom Line. People, Planet, AND Profit.

Related Smartkarma Insights

Related Smartkarma Insights

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HealthCare Global: New Opportunities in Cancer Care in India

By | Smartkarma Webinars

In our next Smartkarma Corporate Webinar, we are glad to welcome Niraj Didwania, Head of Corporate Development and Investor Relations at HealthCare Global Enterprises Limited (HCG IN). Niraj will share a short presentation about the company and have a fireside chat with Smartkarma Insight Provider Ankit Agrawal, CFA, followed by a live Q&A session.

The Corporate Webinar will be hosted live on Tuesday, 13 April 2021, 14:30 IST / 17:00 SGT.

It will also be recorded for future reference by Smartkarma and HCG.

Corporate Webinars by Smartkarma Corporate Solutions feature discussions with IROs and Executives, discussing their companies, the challenges they face, and the opportunities in their sectors and markets.

Detail
Topic

HealthCare Global: New Opportunities in Cancer Care in India

Description

In our next Smartkarma Corporate Webinar, we are glad to welcome Niraj Didwania, Head of Corporate Development and Investor Relations at HealthCare Global Enterprises Limited (HCG IN). Niraj will share a short presentation about the company and have a fireside chat with Smartkarma Insight Provider Ankit Agrawal, CFA, followed by a live Q&A session.

Time
13 April 2021 at 14:30 IST / 17:00 SGT
Speaker(s)

Niraj Didwania

 

Niraj Didwania heads the corporate development and investor relations function at HealthCare Global Enterprises Limited (HCG), India’s leading specialised healthcare chain with focus on oncology, fertility, and precision diagnostics. Niraj was also part of the team responsible for successfully taking the company public in 2016. Prior to joining HCG, Niraj was an investment banker at Kotak Mahindra Capital. With over 14 years of experience, Niraj specialises in strategy, venture capital, private equity, and cross-border M&A with experience across Kotak, ING, UBS in New York and Mumbai.

 

Ankit Agrawal, CFA 

 

Ankit Agrawal is the founder and CIO of Yellowstone Equity, a firm providing unbiased and independent research on Indian equities. He was previously on the buy-side with Howe & Rusling and Investcorp. His current focus is on L/S equity fundamental research across market caps and sectors with an eye on corporate governance and forensic accounting. 

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Related Smartkarma Insights

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Pinduoduo (PDD US): Know When to Fold

By | Smartkarma Webinars

For our next Webinar, we welcome Insight Provider Mitchell Kim to go over his view on Pinduoduo (PDD US). The share price dropped 18% in March and Mitchell has flagged that, despite the appeal of ultra-growth, the risk-return favours the downside on both operating momentum and valuations. Join us to hear more.

The webinar will be hosted on Wednesday, 7 April 2021, 11:00 SGT/HKT.

Mitchell Kim is a fundamental equity research analyst with 20+ years of both hedge fund and a bulge bracket sell-side experience. He has a reputation for rigorous analysis, focusing on stock price drivers and providing differentiated or contrarian ideas.

Detail
Topic

Pinduoduo (PDD US): Know When to Fold

Description

For our next Webinar, we welcome Insight Provider Mitchell Kim to go over his view on Pinduoduo (PDD US). The share price dropped 18% in March, and Mitchell has flagged that, despite the appeal of ultra-growth, the risk-return favours the downside on both operating momentum and valuations. Join us to hear more.  

Time
7 April 2021 at 11:00 Singapore/Hong Kong Time
Speaker(s)

Mitchell Kim 

 

Mitchell Kim is a fundamental equity research analyst with 20+ years of both hedge fund and a bulge bracket sell-side experience. He has a reputation for rigorous analysis, focusing on stock price drivers and providing differentiated or contrarian ideas.

Related Smartkarma Insights

Related Smartkarma Insights

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Entities 29601-29700

By | Entity Directory
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Carbon Markets Original: An In-Depth Analysis into the Evolution of Carbon Markets

By | Smartkarma Originals

What’s Original?

Global warming and climate change have now started to cause major problems such as heatwaves and wildfires which when coupled with more awareness about the environment due to COVID-19, has led to increasing interest in reducing carbon emissions. Governments moves to implement regulations to control emissions and encourage a shift to renewable energy sources are accelerating particularly in Asia. 

In this original, we will be discussing the history of carbon emission regulation systems and the types of systems. The different types of markets and offsets will also be discussed. Given that the EU is one of the most significant emission trading systems – the world’s first international trading market and the largest for many years (until the launch of China’s ETS), we will be discussing this in much detail with a focus on the history of the EU ETS (Emission Trading System), and recent developments. We will also be focusing on how the EU ETS impacted other countries when creating their own emission trading systems.

Carbon pricing has also been affected by a number of recent developments and trends which have pushed regulators to make faster decisions and we will examine what is believed to be an optimal price in order to meet the targets under the Paris Agreement.

LightStream Research • Japan/Asia Long-Short • (Opens in a new window) ⧉

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China Private Education: This Is Where the Future Lies

By | Smartkarma Originals

The China Private Education Sector presents an exciting growth story, riding on the increase in spending on education, rise in demand for quality education, support from local governments for private investments and increase in acceptance towards online delivery mode, among others. These positive factors, however, are balanced by the decrease in birth rates and the tight regulatory regime. Despite so, we continue to see good prospects given that earnings growth will remain ahead of the overall market by significant magnitude. Meanwhile, valuations have already returned to more reasonable levels, with investment value started to emerge on some names.

Companies in the sector have different focuses, including K-12 education, higher education, vocational education, tutoring (online) and tutoring (online and offline), and we have to be very selective. We prefer companies that focus on higher education which face lower regulatory risks, have a clear defined expansion strategy and specialise in a niche market segment. Out of the ten companies covered in this Smartkarma Original, we put forward China Education Group (839 HK), Tianli Education (1773 HK) and China Yuhua Education (6169 HK) as our top picks.

What’s Original?

This Smartkarma Original takes an in-depth analysis on 10 companies in the Private Education Sector in China, covering stocks listed in the HKEx, NYSE, Shenzhen Stock Exchange as well as dual listings. In the A-share space, we cover Offcn Education Technology (002607 CH), which is sizeable (market cap of almost HK$210bn) and with unique exposure to the civil servants recruitment examination training.

Besides addressing the key evolving trends of the industry and the all-important regulatory issues, we also touched on the private funding aspects for some prominent unlisted companies and the IPO trends of the industry. Where appropriate, we share some of our on-ground experiences with the aim to provide a closer feel on the industry and companies. We hope this Smartkarma Original will be a comprehensive and updated reference for China’s Private Education Sector.

• China Analyst – Onshore Credit, Equity Long-Short • (Opens in a new window) ⧉

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Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



Asian Market Technicals – Cycle Tops Forming

By | Smartkarma Webinars

In our next Webinar, we welcome back Insight Provider Thomas Schroeder who will take us through a timely update on Asian technicals using his unique chart-based analysis.

The webinar will be hosted on Wednesday, 31 March 2021, 17:00 SGT/HKT.

Thomas Schroeder started using charts and trading in the FX markets in 1989 and entered the equities arena in 1992 with Deutsche Bank as a fundamental analyst, but found himself relying more on inter-market cycles and charts. In 1994, he became the Asian head of Technical Research for UBS Securities in Hong Kong and in 1997 he was charged with heading the Global Technical Research team for SG Securities. In July of 2003, Chart Partners Group Limited was formed, providing clients with timely and accurate progressive trading strategies in a truly global context.

Detail
Topic

Asian Market Technicals – Cycle Tops Forming

Description

In our next Webinar, we welcome back Insight Provider Thomas Schroeder who will take us through a timely update on Asian technicals using his unique chart-based analysis.

Time
31 March 2021 at 5.00pm Singapore/Hong Kong Time
Speaker(s)

Thomas Schroeder 

Thomas Schroeder started using charts and trading in the FX markets in 1989 and entered the equities arena in 1992 with Deutsche Bank as a fundamental analyst, but found himself relying more on inter-market cycles and charts. In 1994, he became the Asian head of Technical Research for UBS Securities in Hong Kong and in 1997 he was charged with heading the Global Technical Research team for SG Securities. In July of 2003, Chart Partners Group Limited was formed, providing clients with timely and accurate progressive trading strategies in a truly global context.

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