Smartkarma Webinars

Our next webinar zeroes in on ecommerce and logistics in India, with the help of Insight Providers Pranav Bhavsar and Nitin Mangal who take us through their Original Insight, Indian E-Commerce Logistics – Shipping Into The Limelight, studying the sector and how the latest ecommerce boom has affected public and private players in the market.

The webinar will be hosted on Wednesday, 16/September/2020, 5.00pm 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. 

Related Smartkarma Insights

• Indian E-Commerce Logistics – Shipping Into The Limelight 
• JioMart | Putting Cash to Work – App Walkthru & Delivery Experience 
• Jio-Facebook Deal: Eureka Moment for Jio-Mart? 

In this flash Webinar, we are joined by Insight Providers Arun George and Victor Galliano to discuss the upcoming IPO of Ant Financial (1051260D CH). The Chinese fintech giant is slated for a dual listing in Shanghai and Hong Kong to raise US$30 billion, making it potentially the largest IPO ever.

The flash webinar will be hosted on Thursday, 10/September/2020, 5.00 pm SGT/HKT.

Arun George has over 13 years’ experience covering the Technology sector. During this time, he has worked with technology startups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group, and Clear Capital. 

Victor Galliano is an experienced equity banks analyst, having covered Latin America banks and non-bank financials for over 12 years, as well as more recently covering Italian banks and Fintech. He has worked in sell-side equity research for 30 years in a career spanning Barclays, HSBC, BBVA LatInvest, Barings, and NatWest.

Related Smartkarma Insights

• Ant Group IPO: Valuation First Look 
• Ant Group: SOTP Scenarios on Potential IPO Valuation 
• Ant Group IPO Initiation: It’s a Bug’s Life 

In our next Smartkarma Webinar, we are joined by Insight Provider Devi Subhakesan to discuss disruption in Asia’s restaurant sector, which is currently struggling to overcome the brutal impact of COVID-19. Devi will present her findings from her Smartkarma Original, Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist, which looked at companies from Yum China Holdings, Inc (YUMC US) and Haidilao (6862 HK), to Jollibee Foods (JFC PM) and Starbucks Corp (SBUX US) China.

The webinar will be hosted on Wednesday, 9/September/2020, 5.00pm SGT/HKT.

Devi Subhakesan is an Equity Analyst with an Asia Consumer Sector Focus. She has been part of Buy-side and Sell-side Institutions, and has covered Oil, Gas & Coal, Media, Textiles, and Consumer Discretionary sectors across ASEAN, India, and North Asia.

Related Smartkarma Insights

• Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist 
• Yum China: HK Listing – Hit Two Birds with One Stone; Bon Appetit 
• Jiumaojiu: IPO Pricing Is Appetising, but Business Model Is Not 

In this flash webinar, we welcome a panel of Insight Providers to discuss the implications of Suga Yoshihide, Japan’s current Chief Cabinet Secretary, ascending to the position of leader of the Liberal Democratic Party and Prime Minister of Japan, following Abe Shinzo’s resignation. 

For this 45-minute panel-style discussion, we will hear from Insight Providers Campbell Gunn, Mio Kato, Scott Foster, and Travis Lundy. 

The flash webinar will be hosted on Friday, 4/September/2020, 11.00 am SGT/HKT.

Campbell Gunn is a former Japan Equity PM with over 30 years of experience, now providing database-driven analysis of the Japanese market, sectors, peer groups, and stocks for LightStream Research.

Mio Kato is the Founder of LightStream Reasearch, and has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation, and Autos.

Scott Foster is a securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport, and other sectors for more than 25 years in Japan and 3 years in Korea.

Travis Lundy has 20+ years 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.

In our next Smartkarma Webinar, we welcome back Insight Provider Mio Kato, who will walk us through his “ten-bagger” call in Mercari Inc (4385 JP) , as outlined in his Insights including Mercari – Our Ten Bagger Call Is Actually Starting to Look Somewhat Sane and Mercari – A Primer to Refresh Our Top Conviction Call – a conviction that now seems justified after the ecommerce firm’s latest results.

The webinar will be hosted on Wednesday, 2/September/2020, 5.00pm SGT/HKT.

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

Related Smartkarma Insights

• Mercari – Our Ten Bagger Call Is Actually Starting to Look Somewhat Sane
• Mercari – A Primer to Refresh Our Top Conviction Call
• 2020 High Conviction – A Mercarific Holiday Season to All

For our latest Smartkarma Webinar, we welcome Insight Provider Roger Xie, who will present on the topic of consolidation in the Chinese brokerage business, and who stands to gain and lose against the backdrop of China’s economic transformation.

The webinar will be hosted on Wednesday, 26/August/2020, 11.00am SGT/HKT.

Roger Xie has 10 years of investment experience in public and private equity. He specialises in deep-dive fundamental research in China and the US market.

Related Smartkarma Insights

China Brokers: Regulator Encourages M&A Among Brokers and Mutual Fund Houses

China Brokers: Too Fast Too Furious — Accumulate CSC Financial (6066.HK) During Weakness

China Brokers: Surging Trading Activities Benefit the Sector, CSC Financial (6066.HK) Is Top Pick

In this week’s Smartkarma Webinar, we welcome Insight Provider Wium Malan, CFA to discuss the state of Indian IT Services firms, the impact of COVID-19, and how key companies in the sector have performed since the March 2020 lows.

The webinar will be hosted on Wednesday, 19/August/2020, 5.00pm SGT/HKT.

Wium Malan is a Global Equity Analyst with 13+ years of experience on the Buy-side covering companies in Emerging and Developed markets. He specialises in Fundamental and Quantitative analysis on companies in the Internet, Telecommunication, Media, Technology, IT Services, Healthcare, Pharmaceutical, and other Industrial sectors.

Related Smartkarma Insights

Indian IT Services: COVID-19 Revenue Impact Troughed, Recovery Already Priced In?

Wipro: Net Cash Equal to 24% of Its Market Cap, Deep Value or a Value Trap?

Tata Consultancy Services: Premium at Excessive Levels, Pricing in Overly Optimistic Relative Growth