Hesai Group IPO - Thoughts on Valuation
Hesai Group (HSAI US) is looking to raise around US$170m in its upcoming US IPO. In this note, we till talk about valuations.
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Hyundai Motor: Solid Earnings in 4Q 2022 + Shares Cancellation
Hyundai Motor beat consensus sales and operating profit estimates in 4Q 2022 and the consensus is likely to revise up their earnings estimates.
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Korean Holdcos Vs Opcos Gap Spreads Opportunities in 1Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 1Q 2023. We highlight 33 pair trades that...
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Introducing KODEX Top 5 Plus ETF Rebalancing Event
KODEX Top 5 Plus ETF rebalancing will likely feature one constituent change, which can deliver a juicy day trading return.
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The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic, and Bank Mandiri's Livin'
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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