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Smartkarma (SMARTKARMA SP)
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Smartkarma unites the fragmented investment research industry, connecting institutional investors, independent research providers, and corporates under a single network.
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bearish
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Thematic (Sector/Industry)
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03 Nov 2017 04:08
Terminating Analysts: The Rise of the Machines
Independent Research was meant to be the future, MIFID II, scaling problems and tech trends may mean that it is the past. I need your clothes,...
Mark Artherton
238 Views
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bullish
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Smartkarma
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29 Oct 2017 07:06
Last Week in Event SPACE – Sushiro, NTT, Sprint, Alerian
This week, Sushiro Global (3563 JP) gets scaleable with Genki Sushi Co Ltd (9828 JP); the virtuous circle of NTT Docomo Inc (9437 JP)'s buybacks;...
David Blennerhassett
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280 Views
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bullish
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Smartkarma
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22 Oct 2017 08:49
Last Week in Event SPACE – SK Holdings, Sharp, Bharti, Rusal
This week, SK Holdings Co Ltd (034730 KS)'s unexpected bond issuance adumbrates SK Group's restructuring; Sharp Corp (6753 JP) could get squeezy...
David Blennerhassett
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229 Views
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bullish
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Smartkarma
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21 Oct 2017 14:31
Smartkarma: ECM Coverage Weekly Update (21 October 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. The momentum and...
Zhen Zhou, Toh
177 Views
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bullish
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Smartkarma
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20 Oct 2017 08:40
StubWorld - Set-Up/Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
David Blennerhassett
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206 Views
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