In today’s briefing:
- Curator’s Cut: CC Vs DD, Singapore’s IPO Momentum and Pair Trade Ideas Galore
- Riverstone (RSTON SP): An Unexpected AI Beneficiary at 10x Next-Year P/E and 8% Dividend Yield
Curator’s Cut: CC Vs DD, Singapore’s IPO Momentum and Pair Trade Ideas Galore
- Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,000+ insights published in the past two weeks on Smartkarma
- In this cut, we compare the top two Chinese ride hailing platforms, the recent momentum in Singapore IPOs and the flurry of pair trade ideas on Smartkarma
- Want to dig deeper? Comment or message with the themes you’d like to see highlighted next
Riverstone (RSTON SP): An Unexpected AI Beneficiary at 10x Next-Year P/E and 8% Dividend Yield
Riverstone’s (RSTON SP — US$779 million) CEO recently bought 1 million shares on the open market.
That caught my attention. Insider buying after a decline in the share price is usually a positive sign.
I also knew that Riverstone had been one of the best-performing stocks on the Singapore Stock Exchange, compounding earnings per share at a +15% annual rate since its IPO in 2006.
💡 Before it’s here, it’s on Smartkarma
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