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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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Entities 29501-29600

By | Entity Directory
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Asian Nuclear Energy Industry: The Value Chain

By | Smartkarma Originals

Asia is the focal region globally where nuclear power is growing significantly to meet its increasing demand for clean electricity. There are approximately 135 operable nuclear power reactors, with 35 under construction – around two-thirds of the reactors under construction worldwide. China is the clear leader in nuclear generation growth.

There were divergent responses to the Fukushima accident, leading some countries to reassess their long-term domestic energy policy, while others experienced a short-term pause, before continuing with long-term strategies, with few to no changes. 

The debate is ongoing whether nuclear power is a safe energy source for mitigating global climate change, or presents an unnecessary risk, given past disasters, coupled with the unavoidable by-product of radioactive waste. Additionally, renewable energy such as solar and wind has become increasingly competitive and sustainable.

For countries such as China, India, and South Korea, there remain solid economic reasons for the expansion of global nuclear power, and its role in lowering emissions from energy production.

The vast majority of nuclear power plants in Asia are operated by unlisted government entities; or in Japan, the bulk of reactors remain in shutdown mode after Fukushima.

CGN Power Co Ltd H (1816 HK) is one of the few listed nuclear pure-plays in Asia, and trades at undemanding multiples, together with an attractive ROE and yield.

What’s Original?

This insight presents a comprehensive view of the Asian nuclear energy industry, and its value chain

Quiddity Advisors • Pan-Asia Catalysts/Events • (Opens in a new window) ⧉

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A Buyback Forecasting Model for Asian Companies

By | Smartkarma Webinars

In our next Webinar, we welcome back Insight Provider Ankit Agrawal, CFA for a discussion about his quantitative approach for identifying Asian companies that are likely to raise or cut buybacks. Ankit outlined the models for raising and cutting as well as the results of applying this approach to a universe of 920+ companies listed across Asia, in his Smartkarma Original Insight Asia Buyback Forecasting | Which Companies Are Likely to Raise/Cut Buybacks?

The webinar will be hosted on Wednesday, 3 March 2021, 17:00 SGT/HKT.

Ankit Agrawal, CFA 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. 

Detail
Topic

A Buyback Forecasting Model for Asian Companies

Description

In our next Webinar, we welcome back Insight Provider Ankit Agrawal, CFA for a discussion about his quantitative approach for identifying Asian companies that are likely to raise or cut buybacks. Ankit outlined the models for raising and cutting as well as the results of applying this approach to a universe of 920+ companies listed across Asia, in his Smartkarma Original Insight Asia Buyback Forecasting | Which Companies Are Likely to Raise/Cut Buybacks?.

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

Ankit Agrawal, CFA 

 

Ankit Agrawal, CFA is the founder and CIO of Yellowstone Equity, a firm providing unbiased and independent research on Indian equities. He was previously on the buyside with Howe & Rusling and Investcorp. 

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Centurion Corporation Limited – A Purpose-Built Recovery Ahead

By | Smartkarma Webinars

In this Smartkarma Corporate Webinar, Centurion Corp (CENT SP) CEO Kong Chee Min will share a short presentation along with some key aspects about the company. He will then engage in a fireside chat with Smartkarma Insight Provider Angus Mackintosh, followed by a live Q&A session.

The Corporate Webinar will be hosted on Tuesday, 2 March 2021, 17:00 SGT.

Detail

Topic

Centurion Corporation Limited – A Purpose-Built Recovery Ahead

Description

Centurion Corp (CENT SP) CEO Kong Chee Min will share a short presentation along with some key aspects about the company. He will then engage in a fireside chat with Smartkarma Insight Provider Angus Mackintosh, followed by a live Q&A session.

Time

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

Speaker(s)

Kong Chee Min

Mr. Kong Chee Min was appointed as the Chief Executive Officer of Centurion Corporation Limited in August 2011 and is responsible for overall management of the Group’s operations, implementation of business strategies, and long-term growth objectives. Prior to Mr. Kong’s appointment as Chief Executive Officer, he was the Regional Chief Executive Officer and Finance Director of the Group. Earlier, Mr. Kong was the accountant of General Motors Overseas Distribution Corporation, a company principally engaged in the sales and distribution of motor vehicles, motor vehicles parts and accessories. He was an audit senior at Cooper & Lybrand, an accountancy firm, from June 1991 to April 1994. Mr. Kong obtained a Bachelor of Accountancy from the National University of Singapore in July 1991. He is currently a member of the Institute of Singapore Chartered Accountants (formerly known as the Institute of Certified Public Accountants of Singapore).

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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Light & Shadow: Disclosures and Governance in Indian Banks

By | Smartkarma Webinars

In our next Webinar, we are excited to host Insight Provider Hemindra Hazari, who will discuss recent issues of governance and disclosures of Indian banks, whether for good, as in the case of Yes Bank (YES IN), or ill, as in the case of Axis Bank Ltd (AXSB IN) and HDFC Bank (HDFCB IN).

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

Detail
Topic

Light & Shadow: Disclosures and Governance in Indian Banks

Description

In our next Webinar, we are excited to host Insight Provider Hemindra Hazari, who will discuss recent issues of governance and disclosures of Indian banks, whether for good, as in the case of Yes Bank (YES IN), or ill, as in the case of Axis Bank Ltd (AXSB IN) and HDFC Bank (HDFCB IN).

Time
24 February 2021, 17:00 Singapore/Hong Kong Time
Speaker(s)

Hemindra Hazari 

 

Hemindra Hazari is a SEBI-registered research analyst with over 25 years of experience in the Indian capital markets, specialising in banking and economy research. He has managerial experience in establishing profitable equities business, leading, and mentoring analysts. He has worked with prominent foreign and domestic capital market firms such as UBS, Societe Generale, HSBC, ASK Raymond James, and Karvy Stock Broking, and is a regular guest on business media channels and is respected for his non-consensus view on stocks and the market.

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