Hyundai Motor Div Play: 1P & 2PB at 3% Gain with Short Hedge on Ord Futures
Hyundai Motor 1P/2PB now offers a juicy div play opportunity with a short hedge on Ord futures. Short-term risk on the price ratio should be minimal.
331 Views
Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
571 Views
TMI Snapshot: Text-Mining Detects Potential Pullback in Korea Sentiment on KRW Rally & COVID Surge
Our text-mining detects a potential pullback in Korea macro sentiment on rapid KRW appreciation and the COVID surge impacting credit card spending,...
289 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views
Asia Short Interest Weekly: Haier, Sunny Optical, Itochu, Mercari, Toshiba, HMM, Asustek, Acer
This Insight looks at short interest movements in stocks across Asian markets and highlights stocks that have seen large increase/ decrease in...
279 Views