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bullish
Multiple Countries
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
Cross Asset Strategy
336 Views
13 Dec 2021 11:35
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia.
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Asia Real Estate Tracker (12-Jan-2025): Sunac unable to repay debt on time due to new petition.
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Morning Views Asia: NagaCorp Ltd, Sunac China Holdings, Vedanta Resources
Sunac China - ESG Report - Lucror Analytics
Trending Collections
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Event-Driven
South Korea
Index Rebalance
Equity Bottom-Up
Japan
India
Philippines
Equity Derivatives
Singapore
Asia ECM
Trending Insights
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Nifty 50 and the RBI Rate Decision: History Has a Pattern
[Japan Activism] Murakami Owns ~42% and Company Announces 31.3% Buyback
Tam Jai (2217 HK): Anxiety Creeps in Ahead of the Scheme Document
Henderson Land (12 HK): Large Passive Flow Coming Up as Shorts Cover
FXI Rebalance: Pop Mart, SF Holding In; China Merchant Sec, China Railway Out
Top Unpaywalled Insights
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VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
[IO Technicals 2025/22] Bearish Momentum Strengthens
Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI
Overview #27 – The Big Beautiful Tragi-Comedy Continues
Discussions
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Insight Stream
Link Net (LINK IJ) - On the Cusp of a Game Change
10 Dec 2021
Matheson Doubles Buybacks As Strategic Dissentient Shareholders Make Their Case
10 Dec 2021
PT Bundamedik (BMHS IJ): Improving Patients Volume and Profitability; IVF Sharpens Competitive Edge
07 Dec 2021
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