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ASSA: Beyond Rental – Logistics & Last Mile

By | Smartkarma Webinars

For our next Corporate Webinar, we are glad to be joined by the Management and IR team of Adi Sarana Armada (ASSA IJ). The speakers are:

  • Mr. Prodjo Sunarjanto (CEO)
  • Mr. Hindra Tanujaya (CFO)
  • Mr. Suyanto Tjoeng (Director)
  • Mr. Jany Candra (Director)

The 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, 30 March 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.

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Topic

ASSA: Beyond Rental – Logistics & Last Mile

Description

For our next Corporate Webinar, we are glad to be joined by the Management and IR team of Adi Sarana Armada (ASSA IJ). The speakers are:

  • Mr. Prodjo Sunarjanto (CEO)
  • Mr. Hindra Tanujaya (CFO)
  • Mr. Suyanto Tjoeng (Director)
  • Mr. Jany Candra (Director)

The 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

30 March 2021 at 17:00 Singapore Time / 16:00 Jakarta Time

Speaker(s)

Prodjo Sunarjanto (CEO)

President Director of ASSA since 2011, Prodjo earned a Masters in Accounting from the Faculty of Economics, University of Indonesia in 2010 and earned a Bachelor of Economics from the Department of Accounting, Faculty of Economics, University of Indonesia in 1985. Throughout his career, he has held several important positions in well-known automobile and logistics companies.

Hindra Tanujaya (CFO)

ASSA Finance Director since 2007, Hindra earned a Masters in Management from IBII Jakarta in 2009 and earned a Bachelor of Accounting from STIEB Bandung in 1991. He has experience in executing important functions in renowned automobile companies.

Suyanto Tjoeng (Director)

ASSA Director since 2018, Suyanto earned a bachelor’s degree from the Department of Informatics, Duta Wacana Christian University in 1990. His vast work experience ranges from strategy to operations in well-known logistics companies.

Jany Candra (Director)

ASSA Director since 2007, Jany earned a Masters in Management from the University of Indonesia in 2001 and earned a bachelor’s degree from the Department of Agribusiness Management-Faculty of Agriculture, Bogor Agricultural University in 1993. His past experience includes managerial positions in major automobile companies in Indonesia.

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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Bullish Banks Thesis

By | Smartkarma Webinars

In our next Webinar, Insight Provider Daniel Tabbush joins us to discuss his bullish thesis on Asia-Pacific banks, as outlined in his recent Insights such as Japan – Surge In December Profit, Singapore Banks – Vast Differences In Provisioning, and Thai Banks – Golden

The webinar will be hosted on Wednesday, 24 March 2021, 17:00 SGT/HKT.

Detail

Topic

Bullish Banks Thesis

Description

In our next Webinar, Insight Provider Daniel Tabbush joins us to discuss his bullish thesis on Asia-Pacific banks, as outlined in his recent Insights such as Japan – Surge In December Profit, Singapore Banks – Vast Differences In Provisioning, and Thai Banks – Golden

Time

24 March 2021 at 17:00 Singapore/Hong Kong Time

Speaker(s)

Daniel Tabbush 

Daniel Tabbush has 25 years of experience analysing Asia-Pacific banks, including HSBC, Standard Chartered, and Japanese and Australian banks. At the same time, his research and consulting focuses on global banking issues, including the regulatory environment. He was the Head of Asian Bank research at the number one Asian brokerage CLSA for most of his career, overseeing coverage of 80 banks and 10 analysts in Asia-Pacific. Daniel started his own independent bank research and consultancy in 2012, under the banner name Tabbush Report.

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United Spirits: What’s the Best Way Forward?

By | Smartkarma Webinars

In our next Webinar, we welcome back Insight Providers Pranav Bhavsar and Nitin Mangal who will discuss their deep-dive analysis on United Spirits (UNSP IN) and share their views about what’s in store for the company in 2021.

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

Pranav Bhavsar is the Founder of ASA Capital Management, focusing on research on consumer themes and companies operating in India or global companies that have significant exposure to India or the Indian economy.

Nitin Mangal is a SEBI registered Research Analyst with more than 10 years of experience in Indian equities. He is Pioneer of Corporate Governance and Accounting Research in Indian Market and has successfully developed a product for Institutional Investors named as “Analysis Beyond Consensus” during his association with Edelweiss Securities Ltd, Mumbai. 

Detail

Topic

United Spirits: What’s the Best Way Forward?

Description

In our next Webinar, we welcome back Insight Providers Pranav Bhavsar and Nitin Mangal who will discuss their deep-dive analysis on United Spirits (UNSP IN) and share their views about what’s in store for the company in 2021.

Time

17 March 2021 at 5.00pm Singapore/Hong Kong Time

Speaker(s)

Pranav Bhavsar 

Pranav Bhavsar is the Founder of ASA Capital Management, focusing on research on consumer themes and companies operating in India or global companies that have significant exposure to India or the Indian economy.

Nitin Mangal 

Nitin Mangal is a SEBI registered Research Analyst with more than 10 years of experience in Indian equities. He is Pioneer of Corporate Governance and Accounting Research in Indian Market and has successfully developed a product for Institutional Investors named as “Analysis Beyond Consensus” during his association with Edelweiss Securities Ltd, Mumbai.

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TrickleStar: Energy-Efficient Devices Join the Connected World

By | Smartkarma Webinars

In this Smartkarma Corporate Webinar, TrickleStar (TRICKLE SP) Director Gunananthan Nithyanantham will share a short company presentation along with some key aspects about TrickleStar, and then sit down for a fireside chat with Smartkarma Insight Provider, Kyle Rudden. A live Q&A session will follow.

The Corporate Webinar will be hosted on Tuesday, 16 March 2021, 17:00 SGT.

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Topic

TrickleStar: Energy-Efficient Devices Join the Connected World

Description

In this Smartkarma Corporate Webinar, TrickleStar (TRICKLE SP) Director Gunananthan Nithyanantham will share a short company presentation along with some key aspects about TrickleStar, and then sit down for a fireside chat with Smartkarma Insight Provider, Kyle Rudden. A live Q&A session will follow.

Time

16 March 2021 at 17:00 Singapore/Hong Kong Time

Speaker(s)

Gunananthan Nithyanantham 

Guna is a Non-Executive, Non-Independent Director at TrickleStar. He has founded/co-founded several businesses including SmartTransact Sdn. Bhd. (1999), Malaysian Street Sdn. Bhd. (2000), and Navigos Corporation Sdn. Bhd. (2003). He joined TrickleStar Hong Kong in January 2012 and was appointed finance director, overseeing the Group’s finances, logistics control, and administrative activities. He has a BSc degree (cum laude) from Mount Union College, Alliance, Ohio, an MSc in Electrical Engineering from Yale University, and an MBA from Bowling Green State University. He has authored three books, including his latest “Energy Revolution: Evolution or End of Humanity.” He is a member of the Entrepreneurs’ Organisation, Malaysia. He received the Environmentalist Award 2018 granted by the Malaysia-China Chamber of Commerce.

Kyle Rudden 

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.

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Jardine Matheson Acquires Jardine Strategic

By | Smartkarma Webinars

In this flash Webinar, we welcome Insight Providers Angus Mackintosh, Brian Freitas and David Blennerhassett to discuss the recently announced acquisition of Jardine Strategic Holdings (JS SP) by Jardine Matheson Holdings (JM SP).  

The webinar will be hosted on Monday, 8 March 2021, 10:30 SGT/HKT.

Detail
Topic

Jardine Matheson Acquires Jardine Strategic

Description

In this flash Webinar, we welcome Insight Providers Angus Mackintosh, Brian Freitas and David Blennerhassett to discuss the recently announced acquisition of Jardine Strategic Holdings (JS SP) by Jardine Matheson Holdings (JM SP).

Time
8 March 2021 at 10.30am Singapore/Hong Kong Time
Speaker(s)

Angus Mackintosh 

 

Angus has over 25 years in equity research and sales looking at Asian markets. An ASEAN specialist, Angus was previously with BAML, BNP Paribas, Indosuez WI Carr, Dresdner Kleinwort Benson, Sun Hung Kai Securities and Cazenove & Co.

 

Brian Freitas 

 

Brian is a highly experienced ex-delta one trader with over 17 years of experience. He was previously with Barclays, Macquarie, Credit Suisse and BNP Paribas.

 

David Blennerhassett 

 

David specialises in event-driven situations across Asia, including M&A risk arbitrage, directional long/short, stub trades and restructuring. He was previously with BGC Partners, Knight Securities, MainFirst Securities, KE Absolute and Cazenove, BNP & Cresvale.

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Male Grooming in Asia: Blooming Prospects. Skincare to Drive Growth

By | Smartkarma Originals

Emerging Asia – notably China and India –  is witnessing a  steady expansion in the Male grooming sector as men’s habits around personal care is shifting – led by a confluence of social, economic and compelling demographic factors. Expect this trend to gather more momentum as image-conscious young men adopt a wider array of personal care products. Skincare products that address specific needs/concerns of male customers will drive the early stage of segment growth; light cosmetics are picking up demand too. Companies that are quick to identify and address the demand with male-specific products/brands stand to gain from early mover advantage given male customers, reportedly, are far more brand loyal compared to female counterparts.

What is original in this report? We discuss the social, economic and compelling demographic factors driving the shift and growth in the Male grooming sector in China and India. We look at the emerging trends across segments and in both the markets to arrive at a pecking order in terms of investment potential. We have scanned the personal care and cosmetics products landscape to shortlist brands and companies that offer a male-specific product range. A brief on select companies – private and listed –  are presented for further investment analysis and evaluation. 

Investory • Asia Consumer Research, Equity Analyst • (Opens in a new window) ⧉

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Inflation in Europe

By | Smartkarma Webinars

For our next Webinar, we are joined by Insight Provider Phil Rush to discuss inflation in the Euro area, as weighting changes are set to keep causing surprises this year, according to Heteronomics’ forecast.  

The webinar will be hosted on Wednesday, 10 March 2021, 17:00 SGT/HKT.

Phil Rush is the Founder and Chief Economist of Heteronomics. Until launching in November 2016, he was Nomura’s Senior European Economist and was the Chief UK Economist there since 2010. Before that, he was UK Economist at Barclays Wealth, where he also developed strategic asset allocation models for their market return portfolios. Philip started his career at Lehman Brothers covering the UK, Scandinavian, and Swiss economies. A book on his fundamental framework was published in January 2018 as “Real Market Economics”.

Detail
Topic

Inflation in Europe

Description

For our next Webinar, we are joined by Insight Provider Phil Rush to discuss inflation in the Euro area, as weighting changes are set to keep causing surprises this year, according to Heteronomics’ forecast.  

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

Phil Rush 

 

Philip Rush is the Founder and Chief Economist of Heteronomics. Until launching in November 2016, he was Nomura’s Senior European Economist and was the Chief UK Economist there since 2010. Before that, he was UK Economist at Barclays Wealth, where he also developed strategic asset allocation models for their market return portfolios. Philip started his career at Lehman Brothers covering the UK, Scandinavian and Swiss economies. A book on his fundamental framework was published in January 2018 as “Real Market Economics”.

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ESports – Entering the Third Innings

By | Smartkarma Originals

eSports offer intriguing investment possibilities to investors given very large projected TAMs, high growth rates and links to a variety of other fast growing industries including games, streaming, animation, tech hardware and social media. This makes eSports important to understand and below we examine key themes that investors should be aware of, before delving into a full primer on the space, companies with exposure to eSports, Asian eSports franchises and key eSports games to be aware of.

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

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RareJob – Disrupting Education and Professional Training in Japan

By | Smartkarma Webinars

In this Smartkarma Corporate Webinar, RareJob (6096 JP)‘s Co-Founder and CEO, Gaku Nakamura, will share a short company presentation along with some key aspects about RareJob, and have a fireside chat with Smartkarma Insight Provider Mark Chadwick. A live Q&A session will follow.

The Corporate Webinar will be hosted on Tuesday, 9 March 2021, 17:00 SGT / 18:00 JST.

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

Detail

Topic

RareJob – Disrupting Education and Professional Training in Japan

Description

RareJob (6096 JP)‘s Co-Founder and CEO, Gaku Nakamura, will share a short company presentation along with some key aspects about RareJob, and have a fireside chat with Smartkarma Insight Provider Mark Chadwick. A live Q&A session will follow.

Time

2 March 2021 at 17:00 Singapore/Hong Kong Time

Speaker(s)

Gaku Nakamura

Born in Tokyo in 1980, Gaku Nakamura received secondary education at Kaisei Junior High School and Kaisei High School before entering the University of Tokyo, where he obtained undergraduate and postgraduate degrees in Information Science and Technology. He later joined NTT Docomo Inc., where he engaged in research into next-generation telecommunications. While working as an engineer, he came up with the idea of launching a new business to connect individuals. In 2007, he founded RareJob jointly with Tomohisa Kato, his classmate from junior high and high school. He took the position of CEO of RareJob in 2015.

Mark Chadwick 

Mark Chadwick has over 20 years of experience in equities and asset management in Asia and Japan. Most recently, he held positions in equity sales for Japanese and global investment banks in Tokyo and London. Mark has developed a database for evaluating the board structures of listed Japanese companies using publicly available data and a scorecard of 21 key metrics, grouped into three broad pillars – entrenchment, board independence, and shareholder alignment. The goal is to provide a framework to judge the state of governance in Japan and help investors understand each company’s strengths and weaknesses.

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