In today’s briefing:
- Samsung Jay Lee Cleared by Supreme Court — Market Reaction Could Flip From Consensus
- Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?
- Insignia Financial Ltd – The Overnight Report: New ASX Record Beckons
- ICICI Prudential AMC IPO: Over 55% of AUM in High-Margin Equity, Powering B30 Growth
Samsung Jay Lee Cleared by Supreme Court — Market Reaction Could Flip From Consensus
- Jay Lee’s clean Supreme Court win may cool Samsung’s governance trade near term. With legal risks gone, there’s less urgency to push structural changes or shuffle shares now.
- Samsung C&T, a hotspot for governance spec flows, may see bids fade as urgency for structural shifts drops; longs on revamp bets might consider fading or shorting amid lingering risks.
- Samsung Life gets relief as forced Elec share sales drop, supporting its stock. Samsung Elec stays neutral. Trade idea: Samsung Life long, Samsung C&T short on cooled governance hopes.
Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?
- Evolving Treasury Landscape: Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to inflation, and increasing geopolitical risks impacting cash flows and profitability.
- Bitcoin as a Strategic Asset: Bitcoin has emerged as an alternative asset for these challenges, offering a scarce and increasingly institutionally viable asset for potential long-term value preservation and portfolio diversification, as demonstrated by MicroStrategy’s pioneering strategy.
- The “Financial Engineering” Playbook: MicroStrategy’s approach goes beyond simple asset allocation, employing sophisticated financial engineering (e.g., convertible notes, equity issuances) to create value for shareholders by continuously acquiring more Bitcoin per share.
Insignia Financial Ltd – The Overnight Report: New ASX Record Beckons
- A global perspective on what happened overnight
ICICI Prudential AMC IPO: Over 55% of AUM in High-Margin Equity, Powering B30 Growth
- ICICI Prudential AMC (570643Z IN) is the largest AMC in India by active mutual fund QAAUM with 13.3% market share.
- Company is growing at more than 30% CAGR in last 3 years and having focus on B30 Cities and emerging markets to drive growth.
- Since company is cash rich with no borrowings, they are coming up with 100% OFS.
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