The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
445 Views
Prosus/Naspers: Business As Usual As CEO Steps Down
For arbers, go long Prosus and hedge 75% with Tencent, and 10-15% of Prosus listed holdings (Meituan, Delivery Hero, Trip.com, Remitly Global)...
645 Views
Quiddity Leaderboard-DAX Sep 23: No More Catalyst for the Short Sartorius - LONG Merck Trade
I do not expect Sartorius to get deleted from DAX in Sep 23. Despite the fundamentals still supporting the Short Sartorius - LONG Merck trade, I do...
611 Views
Quiddity Leaderboard-DAX Sep 23: SHORT Sartorius LONG Merck Trade STILL Interesting
The SHORT Sartorius LONG Merck Trade still seems interesting as the SRT/MRK price ratio is yet to fall to reflect the recent drop in FWD EPS ratios...
423 Views
Meituan Gears Up for Hong Kong Expansion With Rider Recruitment
Chinese food delivery giant Meituan launched a recruitment campaign in Hong Kong signaling a push into the Asian financial hub dominated by...
249 Views