Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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Kadokawa (9468 JP): Take Profits as a Sony Privatisation Rumours Surface
While an acquisition has a strong strategic rationale, the upside is limited as the last close reflects a significant takeover premium. There is a...
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Quiddity Leaderboard HSCEI Dec 24: Time for a LONG-SHORT Trade
Our high conviction ADD PICC Property (2328 HK) could outperform our high conviction DEL Longfor (960 HK) over the next few weeks.
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SF Holdings A/H Listing - Lower End Looks Digestable
S.F. Holding (002352 CH), China’s largest express delivery company, is now looking to raise around US$800m in its H-share listing in Hong Kong. In...
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BUY/SELL/HOLD: Hong Kong Stock Updates (NOVEMBER 18)
Hong Kong has seen its Consumer Discretionary and Healthcare sectors perform well since the stimulus in September. CRCC has had several buy...
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