Category

Smartkarma Webinars

Apr 15
0

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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Apr 14
0

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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Apr 14
0

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.

Related Smartkarma Insights

Related Smartkarma Insights

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Apr 10
0

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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Apr 06
0

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. 

Related Smartkarma Insights

Related Smartkarma Insights

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Apr 01
0

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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Mar 27
0

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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Mar 25
0

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.

Detail

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.

Related Smartkarma Insights

Related Smartkarma Insights

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Mar 19
0

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.

Related Smartkarma Insights

Related Smartkarma Insights

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Mar 12
0

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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Related Smartkarma Insights

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