Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Alec Tseung
Fintech & EM-focused Analyst
•
KT Capital Group
Message
Follow
Joined:
09 March 2021
47
Insights
26.7k
Views
88
Followers
Hong Kong & China
•
Financials & Information Technology
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
iFAST
•
29 Mar 2024 09:00
•
Exchange-sponsored
IFast: A Profitable Fintech Player that Deserves More Investor Attention
iFast Corporation is one of the few Fintech players in Asia that has been consistently making net profits since as early as 2011. It operates in...
Alec Tseung
687 Views
Share
bullish
•
Prudential
•
18 Jan 2024 08:00
Smartkarma Originals
APAC Insurers Series (#4): How We See the 3 Insurance Stocks in 2024
While we see limited upside in both PICC P&C and Samsung Life, we believe Prudential is the only one out of the three insurance stocks we...
Alec Tseung
1.1k Views
Share
bearish
•
Lifenet Insurance Company
•
31 Dec 2023 23:00
Lifenet: Oasis Management Is Now Another Major Shareholder Besides Effissimo
Effissimo Capital and Oasis Management now control >30% of Lifenet Insurance. We look forward to seeing the demands they might put on management to...
Alec Tseung
345 Views
Share
bearish
•
Japan Post Insurance
•
26 Dec 2023 17:05
Japan Post Insurance: Embedded Value Unlikely to Benefit from a Rate Increase
Japan Post Insurance's share price has come down by c. 10% since its peak when the note was published in mid. Nov. underperforming both the broader...
Alec Tseung
795 Views
Share
bullish
•
Prudential PLC
•
30 Nov 2023 08:45
2024 High Conviction: Underwriting Prudential’s Investment Case into 2024
We continue underwriting Pru’s investment case into 2024, with the market now assigning a negative new business multiple. Any modest improvement in...
Alec Tseung
244 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.30.3
x