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Unpaywalled Insights

Unpaywalled Insights
Smorgasbord of free to read Insights on Smartkarma

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bearishTuya Inc
22 Nov 2024 10:38

TUYA: Is The King of White Label IOT Ready to Charter a Different Course?

Temasek bought 13% of TUYA and planned to list on SGX. We believe TUYA's valuation is high and the company's business model, customer segment and...

20 Nov 2024 07:15

China Housing: "Stabilize It"

In this note, we summarize where things stand with China housing as of Nov 19, 20204 - looking at home sales, prices, inventory, land, major...

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20 Nov 2024 00:42

The Taiwan Question

​Expect Taiwan equities to continue outperforming due to positive economic and corporate outlooks, despite declining China dependence and...

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16 Nov 2024 22:49

A/H Premium Tracker (To 15 Nov 2024): AH Premia Rise Sharply; Hs Shellacked Vs As In Most Sectors

H/A Pairs got hurt badly this week - on average liquid Hs underperformed their As by 3.7% - as HK and China markets fell sharply after stimulus was...

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16 Nov 2024 21:26

HK Connect SOUTHBOUND Flows (To 15 Nov 2024); Tech Bought, High-Div SOEs Sold or Ignored, Again

SOUTHBOUND continues to be a big net buyer of HK stocks. It is possible investors are looking to cheap tech, possible they are looking to buybacks....

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