Myoungshin Industrial - Best Performing IPO in Korea in 2020 (Retail FOMO Madness of Crowds)
Myoungshin Industrial has been the best performing IPO in Korea in 2020, driven by its supplier relationship to Tesla. This surge reflects a major...
313 Views
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.
320 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...
549 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,...
287 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...
176 Views